A detailed history of David Kennon Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, David Kennon Inc holds 693 shares of IVV stock, worth $387,338. This represents 0.17% of its overall portfolio holdings.

Number of Shares
693
Previous 559 23.97%
Holding current value
$387,338
Previous $266,000 36.84%
% of portfolio
0.17%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$469.56 - $525.73 $62,921 - $70,447
134 Added 23.97%
693 $364,000
Q4 2023

Jan 23, 2024

SELL
$412.55 - $479.0 $59,819 - $69,455
-145 Reduced 20.6%
559 $266,000
Q2 2023

Jul 31, 2023

BUY
$406.17 - $445.71 $51,989 - $57,050
128 Added 22.22%
704 $313,000
Q1 2023

May 10, 2023

BUY
$381.13 - $418.66 $219,530 - $241,148
576 New
576 $236,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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