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 $4.16 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

6,954

Previous 7,427 6.37%

Holding current value

$4.16 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

3,450

Shares Held

686M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

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