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 $5.55 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
9,141
Previous 9,263 1.32%
Holding current value
$5.55 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
3,614
Shares Held
710M
Call Options Held
1.44M
Put Options Held
1.11M
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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