Beverly Hills Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q3 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,954 shares of IVV stock, worth $4.12 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

6,954

Previous 7,427 6.37%

Holding current value

$4.12 Million

Previous $4.06 Billion 1.31%

% of portfolio

0.81%

Previous 0.88%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $246,045 - $272,835	-473 Reduced 6.37%	6,954 $4.01 Billion
Q2 2024 Aug 07, 2024	SELL	$497.53 - $549.64 $187,568 - $207,214	-377 Reduced 4.83%	7,427 $4.06 Billion
Q1 2024 May 08, 2024	SELL	$469.56 - $525.73 $758,808 - $849,579	-1,616 Reduced 17.15%	7,804 $4.1 Billion
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $785,082 - $911,537	1,903 Added 25.32%	9,420 $4.5 Billion
Q3 2023 Nov 08, 2023	SELL	$427.76 - $460.18 $3.42 Million - $3.67 Million	-7,986 Reduced 51.51%	7,517 $3.23 Billion
Q2 2023 Aug 09, 2023	BUY	$406.17 - $445.71 $3.65 Million - $4.01 Million	8,992 Added 138.1%	15,503 $6.96 Billion
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $1.07 Million - $1.18 Million	2,809 Added 75.88%	6,511 $2.68 Billion
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $1.33 Million - $1.52 Million	3,702 New	3,702 $1.42 Billion

Others Institutions Holding IVV

# of Institutions

3,442

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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Beverly Hills Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History