A detailed history of Barlow Wealth Partners, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Barlow Wealth Partners, Inc. holds 1,062 shares of IVV stock, worth $634,704. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,062
Previous 883 20.27%
Holding current value
$634,704
Previous $481 Million 26.09%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$520.18 - $576.82 $93,112 - $103,250
179 Added 20.27%
1,062 $606 Million
Q2 2024

Jul 31, 2024

BUY
$497.53 - $549.64 $178,115 - $196,771
358 Added 68.19%
883 $481 Million
Q4 2023

Feb 06, 2024

BUY
$412.55 - $479.0 $216,588 - $251,475
525 New
525 $251 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Barlow Wealth Partners, Inc. Portfolio

Follow Barlow Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barlow Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barlow Wealth Partners, Inc. with notifications on news.