Buck Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 43,651 shares of IVV stock, worth $25.3 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

43,651

Previous 26,009 67.83%

Holding current value

$25.3 Million

Previous $15 Million 71.28%

% of portfolio

5.34%

Previous 4.73%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$570.51 - $610.59 $10.1 Million - $10.8 Million	17,642 Added 67.83%	43,651 $25.7 Million
Q3 2024 Nov 05, 2024	SELL	$520.18 - $576.82 $770,386 - $854,270	-1,481 Reduced 5.39%	26,009 $15 Million
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $13.2 Million - $14.5 Million	26,451 Added 2545.81%	27,490 $15 Million
Q1 2024 May 03, 2024	SELL	$469.56 - $525.73 $11.6 Million - $13 Million	-24,634 Reduced 95.95%	1,039 $546,000
Q4 2023 Jan 23, 2024	SELL	$412.55 - $479.0 $1,237 - $1,437	-3 Reduced 0.01%	25,673 $12.3 Million
Q3 2023 Nov 06, 2023	BUY	$427.76 - $460.18 $618,968 - $665,880	1,447 Added 5.97%	25,676 $11 Million
Q3 2022 Oct 30, 2023	BUY	$358.65 - $432.04 $8.69 Million - $10.5 Million	24,229 New	24,229 $10.4 Billion

Others Institutions Holding IVV

# of Institutions

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Buck Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History