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

Brady Family Wealth, LLC

$308 Billion
Q1 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 9,101 shares of IVV stock, worth $5.04 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

9,101

Previous 8,846 2.88%

Holding current value

$5.04 Million

Previous $4.23 Billion 13.24%

% of portfolio

1.55%

Previous 1.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$374.51 - $409.32 $3.03 Million - $3.31 Million	8,089 New	8,089 $3.11 Billion

Others Institutions Holding IVV

# of Institutions

3,250

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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