Clear Point Advisors Inc. Ishares Core S&P 500 ETF Transaction History

Clear Point Advisors Inc.

$117 Billion
Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Clear Point Advisors Inc. holds 396 shares of IVV stock, worth $239,104. This represents 0.2% of its overall portfolio holdings.

Number of Shares

396

Previous 395 0.25%

Holding current value

$239,104

Previous $228 Million 2.37%

% of portfolio

0.2%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$570.51 - $610.59 $570 - $610	1 Added 0.25%	396 $233 Million
Q3 2024 Nov 08, 2024	BUY	$520.18 - $576.82 $520 - $576	1 Added 0.25%	395 $228 Million
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $58,211 - $64,307	-117 Reduced 22.9%	394 $215 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $939 - $1,051	2 Added 0.39%	511 $269 Million
Q4 2023 May 15, 2024	BUY	$412.55 - $479.0 $209,987 - $243,811	509 New	509 $243 Million

Others Institutions Holding IVV

# of Institutions

3,638

Shares Held

718M

Call Options Held

1.44M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Clear Point Advisors Inc. Ishares Core S&P 500 ETF Transaction History