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

Dopkins Wealth Management, LLC

  • $120 Million
  • Q3 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 367 shares of IVV stock, worth $219,337. This represents 0.18% of its overall portfolio holdings.

Number of Shares
367
Previous 390 5.9%
Holding current value
$219,337
Previous $213,000 0.94%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Nov 06, 2024
SELL
$520.18 - $576.82 $11,964 - $13,266
-23 Reduced 5.9%
367 $211,000
Q1 2024

May 03, 2024
BUY
$469.56 - $525.73 $183,128 - $205,034
390 New
390 $205,000

Others Institutions Holding IVV

# of Institutions
3,444
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 Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email