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

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 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 9,141 shares of IVV stock, worth $5.6 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
9,141
Previous 9,263 1.32%
Holding current value
$5.6 Million
Previous $5.07 Billion 99.9%
% of portfolio
2.09%
Previous 2.19%

Shares

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

Dec 12, 2024
SELL
$520.18 - $576.82 $63,461 - $70,372
-122 Reduced 1.32%
9,141 $5.27 Million
Q2 2024

Dec 12, 2024
BUY
$497.53 - $549.64 $3.8 Million - $4.2 Million
7,647 Added 473.21%
9,263 $5.07 Billion
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
3,789
Shares Held
736M
Call Options Held
1.58M
Put Options Held
1.53M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email