A detailed history of Coastal Bridge Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Coastal Bridge Advisors, LLC holds 566 shares of IVV stock, worth $335,824. This represents 0.09% of its overall portfolio holdings.

Number of Shares
566
Previous 601 5.82%
Holding current value
$335,824
Previous $328,000 0.61%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 14, 2024

SELL
$520.18 - $576.82 $18,206 - $20,188
-35 Reduced 5.82%
566 $326,000
Q2 2024

Aug 15, 2024

SELL
$497.53 - $549.64 $9,453 - $10,443
-19 Reduced 3.06%
601 $328,000
Q1 2024

May 15, 2024

BUY
$469.56 - $525.73 $469 - $525
1 Added 0.16%
620 $325,000
Q4 2023

Feb 15, 2024

BUY
$412.55 - $479.0 $255,368 - $296,501
619 New
619 $295,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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