Brass Tax Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History

Brass Tax Wealth Management, Inc

  • $278 Million
  • Q2 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 1,616 shares of IVV stock, worth $936,455. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,616
Previous 9,344 82.71%
Holding current value
$936,455
Previous $4.91 Billion 99.98%
% of portfolio
0.32%
Previous 2.56%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$497.53 - $549.64 $3.84 Million - $4.25 Million
-7,728 Reduced 82.71%
1,616 $884,000
Q1 2024

Jul 31, 2024
BUY
$469.56 - $525.73 $4.39 Million - $4.91 Million
9,344 New
9,344 $4.91 Billion

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
670M
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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