A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 424 shares of IVV stock, worth $254,510. This represents 0.22% of its overall portfolio holdings.

Number of Shares
424
Previous 418 1.44%
Holding current value
$254,510
Previous $228,000 7.02%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Nov 15, 2024

BUY
$520.18 - $576.82 $3,121 - $3,460
6 Added 1.44%
424 $244,000
Q2 2024

Aug 13, 2024

BUY
$497.53 - $549.64 $5,472 - $6,046
11 Added 2.7%
418 $228,000
Q1 2024

May 09, 2024

BUY
$469.56 - $525.73 $54,468 - $60,984
116 Added 39.86%
407 $213,000
Q3 2023

Nov 15, 2023

SELL
$427.76 - $460.18 $16,682 - $17,947
-39 Reduced 11.82%
291 $124,000
Q1 2023

May 15, 2023

BUY
$381.13 - $418.66 $1,905 - $2,093
5 Added 1.54%
330 $135,000
Q4 2022

Feb 14, 2023

SELL
$357.98 - $409.32 $22,910 - $26,196
-64 Reduced 16.45%
325 $124,000
Q3 2022

Nov 15, 2022

SELL
$358.65 - $432.04 $6,814 - $8,208
-19 Reduced 4.66%
389 $140,000
Q2 2022

Aug 15, 2022

BUY
$366.99 - $458.8 $2,935 - $3,670
8 Added 2.0%
408 $155,000
Q1 2022

May 16, 2022

BUY
$418.06 - $479.84 $53,929 - $61,899
129 Added 47.6%
400 $181,000
Q3 2021

Nov 12, 2021

BUY
$426.8 - $455.27 $115,662 - $123,378
271 New
271 $117,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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