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

Blodgett Wealth Advisors, LLC

$119 Million
Q3 2024

A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 3,848 shares of IVV stock, worth $2.27 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

3,848

Previous 3,713 3.64%

Holding current value

$2.27 Million

Previous $2.03 Million 9.26%

% of portfolio

1.87%

Previous 1.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$520.18 - $576.82 $70,224 - $77,870	135 Added 3.64%	3,848 $2.22 Million
Q2 2024 Jul 23, 2024	BUY	$497.53 - $549.64 $156,721 - $173,136	315 Added 9.27%	3,713 $2.03 Million
Q1 2024 Apr 22, 2024	BUY	$469.56 - $525.73 $46,956 - $52,573	100 Added 3.03%	3,398 $1.79 Million
Q4 2023 Feb 02, 2024	BUY	$412.55 - $479.0 $90,761 - $105,380	220 Added 7.15%	3,298 $1.58 Million
Q3 2023 Oct 27, 2023	BUY	$427.76 - $460.18 $216,018 - $232,390	505 Added 19.63%	3,078 $1.32 Million
Q1 2023 Apr 21, 2023	BUY	$381.13 - $418.66 $381 - $418	1 Added 0.04%	2,573 $1.06 Million
Q3 2022 Oct 21, 2022	SELL	$358.65 - $432.04 $13,270 - $15,985	-37 Reduced 1.42%	2,572 $922,000
Q2 2022 Jul 20, 2022	BUY	$366.99 - $458.8 $18,349 - $22,940	50 Added 1.95%	2,609 $989,000
Q1 2022 Apr 27, 2022	BUY	$418.06 - $479.84 $29,682 - $34,068	71 Added 2.85%	2,559 $1.16 Million
Q4 2021 Feb 02, 2022	BUY	$430.29 - $479.53 $1.07 Million - $1.19 Million	2,488 New	2,488 $1.19 Million

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

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