Brady Family Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Brady Family Wealth, LLC

$326 Billion
Q4 2024

A detailed history of Brady Family Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Brady Family Wealth, LLC holds 9,347 shares of IVV stock, worth $5.64 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

9,347

Previous 9,388 0.44%

Holding current value

$5.64 Million

Previous $5.42 Billion 1.6%

% of portfolio

1.69%

Previous 1.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$570.51 - $610.59 $23,390 - $25,034	-41 Reduced 0.44%	9,347 $5.5 Billion
Q3 2024 Oct 15, 2024	BUY	$520.18 - $576.82 $120,681 - $133,822	232 Added 2.53%	9,388 $5.42 Billion
Q2 2024 Jul 15, 2024	BUY	$497.53 - $549.64 $27,364 - $30,230	55 Added 0.6%	9,156 $5.01 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $119,737 - $134,061	255 Added 2.88%	9,101 $4.78 Billion
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $139,854 - $162,381	339 Added 3.98%	8,846 $4.23 Billion
Q3 2023 Oct 27, 2023	BUY	$427.76 - $460.18 $14,543 - $15,646	34 Added 0.4%	8,507 $3.65 Billion
Q2 2023 Jul 19, 2023	SELL	$406.17 - $445.71 $8,529 - $9,359	-21 Reduced 0.25%	8,473 $3.78 Billion
Q1 2023 May 05, 2023	BUY	$381.13 - $418.66 $154,357 - $169,557	405 Added 5.01%	8,494 $3.49 Billion
Q4 2022 Apr 10, 2023	BUY	$357.98 - $409.32 $2.9 Million - $3.31 Million	8,089 New	8,089 $3.11 Billion

Others Institutions Holding IVV

# of Institutions

3,638

Shares Held

718M

Call Options Held

1.44M

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 Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.

Account

Brady Family Wealth, LLC Ishares Core S&P 500 ETF Transaction History