Discipline Wealth Solutions, LLC Ishares Core S&P 500 ETF Transaction History

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,555 shares of IVV stock, worth $2.76 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
4,555
Previous 383 1089.3%
Holding current value
$2.76 Million
Previous $209,000 1156.94%
% of portfolio
1.44%
Previous 0.17%

Shares

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

Nov 19, 2024
BUY
$520.18 - $576.82 $2.17 Million - $2.41 Million
4,172 Added 1089.3%
4,555 $2.63 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $190,553 - $210,512
383 New
383 $209,000

Others Institutions Holding IVV

# of Institutions
3,447
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email