Bcu Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Bcu Wealth Advisors, LLC

$168 Billion
Q3 2024

A detailed history of Bcu Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 9,543 shares of IVV stock, worth $5.7 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares

9,543

Previous 9,686 1.48%

Holding current value

$5.7 Million

Previous $5.3 Billion 3.86%

% of portfolio

3.28%

Previous 3.91%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$520.18 - $576.82 $74,385 - $82,485	-143 Reduced 1.48%	9,543 $5.5 Billion
Q2 2024 Aug 01, 2024	SELL	$497.53 - $549.64 $295,532 - $326,486	-594 Reduced 5.78%	9,686 $5.3 Billion
Q1 2024 May 03, 2024	SELL	$469.56 - $525.73 $1.2 Million - $1.34 Million	-2,554 Reduced 19.9%	10,280 $5.4 Billion
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $5.29 Million - $6.15 Million	12,834 New	12,834 $6.13 Billion

Others Institutions Holding IVV

# of Institutions

3,443

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Bcu Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History