Dechtman Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Dechtman Wealth Management, LLC

$447 Million
Q2 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 194,705 shares of IVV stock, worth $112 Million. This represents 23.82% of its overall portfolio holdings.

Number of Shares

194,705

Previous 190,632 2.14%

Holding current value

$112 Million

Previous $100 Million 6.31%

% of portfolio

23.82%

Previous 23.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$497.53 - $549.64 $2.03 Million - $2.24 Million	4,073 Added 2.14%	194,705 $107 Million
Q1 2024 Apr 23, 2024	BUY	$469.56 - $525.73 $382,691 - $428,469	815 Added 0.43%	190,632 $100 Million
Q4 2023 Jan 19, 2024	BUY	$412.55 - $479.0 $847,790 - $984,345	2,055 Added 1.09%	189,817 $90.7 Million
Q3 2023 Oct 16, 2023	SELL	$427.76 - $460.18 $547,960 - $589,490	-1,281 Reduced 0.68%	187,762 $80.6 Million
Q2 2023 Sep 08, 2023	BUY	$406.17 - $445.71 $76.8 Million - $84.3 Million	189,043 New	189,043 $84.3 Billion

Others Institutions Holding IVV

# of Institutions

3,326

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Dechtman Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History