Courage Miller Partners, LLC Ishares Core S&P 500 ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 4,530 shares of IVV stock, worth $2.78 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

4,530

Previous 4,552 0.48%

Holding current value

$2.78 Million

Previous $2.63 Million 1.56%

% of portfolio

0.91%

Previous 0.88%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$570.51 - $610.59 $12,551 - $13,432	-22 Reduced 0.48%	4,530 $2.67 Million
Q3 2024 Oct 21, 2024	SELL	$520.18 - $576.82 $90,511 - $100,366	-174 Reduced 3.68%	4,552 $2.63 Million
Q2 2024 Jul 25, 2024	SELL	$497.53 - $549.64 $2,487 - $2,748	-5 Reduced 0.11%	4,726 $2.59 Million
Q1 2024 Apr 15, 2024	SELL	$469.56 - $525.73 $100,485 - $112,506	-214 Reduced 4.33%	4,731 $2.49 Million
Q4 2023 Jan 19, 2024	SELL	$412.55 - $479.0 $84,985 - $98,674	-206 Reduced 4.0%	4,945 $2.36 Million
Q3 2023 Oct 13, 2023	SELL	$427.76 - $460.18 $23,954 - $25,770	-56 Reduced 1.08%	5,151 $2.21 Million
Q2 2023 Jul 20, 2023	SELL	$406.17 - $445.71 $345,244 - $378,853	-850 Reduced 14.03%	5,207 $2.32 Million
Q1 2023 Apr 21, 2023	BUY	$381.13 - $418.66 $173,795 - $190,908	456 Added 8.14%	6,057 $2.49 Million
Q4 2022 Jan 27, 2023	SELL	$357.98 - $409.32 $84,841 - $97,008	-237 Reduced 4.06%	5,601 $2.15 Million
Q3 2022 Oct 18, 2022	BUY	$358.65 - $432.04 $2,510 - $3,024	7 Added 0.12%	5,838 $2.09 Million
Q2 2022 Jul 18, 2022	SELL	$366.99 - $458.8 $124,776 - $155,992	-340 Reduced 5.51%	5,831 $2.21 Million
Q1 2022 May 06, 2022	BUY	$418.06 - $479.84 $19,230 - $22,072	46 Added 0.75%	6,171 $2.8 Million
Q4 2021 Jan 19, 2022	SELL	$430.29 - $479.53 $174,697 - $194,689	-406 Reduced 6.22%	6,125 $2.92 Million
Q3 2021 Nov 05, 2021	SELL	$426.8 - $455.27 $262,908 - $280,446	-616 Reduced 8.62%	6,531 $2.81 Million
Q2 2021 Jul 28, 2021	BUY	$402.08 - $429.92 $52,270 - $55,889	130 Added 1.85%	7,147 $3.07 Million
Q1 2021 Apr 26, 2021	SELL	$370.22 - $398.75 $2,961 - $3,190	-8 Reduced 0.11%	7,017 $2.79 Million
Q4 2020 Jan 28, 2021	SELL	$327.62 - $375.39 $85,508 - $97,976	-261 Reduced 3.58%	7,025 $2.64 Million
Q2 2020 Jul 23, 2020	SELL	$246.8 - $324.4 $2,221 - $2,919	-9 Reduced 0.12%	7,286 $2.26 Million
Q1 2020 Apr 14, 2020	SELL	$224.65 - $339.88 $56,836 - $85,989	-253 Reduced 3.35%	7,295 $1.89 Million
Q4 2019 Jan 15, 2020	BUY	$289.63 - $324.32 $4,923 - $5,513	17 Added 0.23%	7,548 $2.44 Million
Q3 2019 Oct 21, 2019	SELL	$285.57 - $303.77 $66,252 - $70,474	-232 Reduced 2.99%	7,531 $2.25 Million
Q2 2019 Jul 30, 2019	BUY	$276.38 - $296.02 $29,296 - $31,378	106 Added 1.38%	7,763 $2.29 Million
Q1 2019 May 01, 2019	BUY	$245.43 - $286.57 $25,279 - $29,516	103 Added 1.36%	7,657 $2.18 Million
Q4 2018 Jan 25, 2019	BUY	$236.09 - $293.95 $11,096 - $13,815	47 Added 0.63%	7,554 $1.9 Million
Q3 2018 Nov 06, 2018	BUY	$272.73 - $295.76 $5,454 - $5,915	20 Added 0.27%	7,507 $2.2 Million
Q2 2018 Jul 30, 2018	BUY	$259.21 - $280.89 $72,060 - $78,087	278 Added 3.86%	7,487 $2.04 Million
Q1 2018 Apr 27, 2018	SELL	$259.62 - $288.66 $30,375 - $33,773	-117 Reduced 1.6%	7,209 $1.91 Million
Q4 2017 Jan 19, 2018	SELL	$253.97 - $271.47 $26,158 - $27,961	-103 Reduced 1.39%	7,326 $1.97 Million
Q3 2017 Oct 24, 2017	BUY	$246.18 - $253.1 $1.83 Million - $1.88 Million	7,429	7,429 $1.88 Million

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Ishares Core S&P 500 ETF Transaction History