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

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 556 shares of IVV stock, worth $318,988. This represents 0.11% of its overall portfolio holdings.

Number of Shares
556
Previous 385 44.42%
Holding current value
$318,988
Previous $210,000 52.38%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 07, 2024
BUY
$520.18 - $576.82 $88,950 - $98,636
171 Added 44.42%
556 $320,000
Q2 2024

Jul 12, 2024
SELL
$497.53 - $549.64 $75,624 - $83,545
-152 Reduced 28.31%
385 $210,000
Q1 2024

Apr 17, 2024
BUY
$469.56 - $525.73 $252,153 - $282,317
537 New
537 $282,000

Others Institutions Holding IVV

# of Institutions
3,390
Shares Held
671M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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