David Rolfe Ishares Core S&P 500 ETF Transaction History

Wedgewood Partners Inc

$492 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$418.06 - $479.84 $322,324 - $369,956	-771 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $331,753 - $369,717	771 New	771 $367,000

Others Institutions Holding IVV

# of Institutions

3,251

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

Black Rock Inc. New York, NY

63.6M
Shares

$35.5 Billion
0.79% of portfolio
Northwestern Mutual Wealth Management CO

32.3M
Shares

$18 Billion
17.47% of portfolio
Envestnet Asset Management Inc

29.7M
Shares

$16.6 Billion
5.94% of portfolio
Bank Of America Corp Charlotte, NC

23.5M
Shares

$13.1 Billion
1.17% of portfolio
Creative Planning Overland Park, KS

20.6M
Shares

$11.5 Billion
12.02% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

Track David Rolfe's Portfolio

Portfolio Update

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

News

Stay updated on Wedgewood Partners Inc and David Rolfe with notifications on news.