Dumont & Blake Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 547 shares of IVV stock, worth $335,135. This represents 0.09% of its overall portfolio holdings.

Number of Shares
547
Previous 557 1.8%
Holding current value
$335,135
Previous $321,000 0.31%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$570.51 - $610.59 $5,705 - $6,105
-10 Reduced 1.8%
547 $322,000
Q3 2024

Oct 23, 2024
SELL
$520.18 - $576.82 $339,157 - $376,086
-652 Reduced 53.93%
557 $321,000
Q2 2024

Jul 23, 2024
BUY
$497.53 - $549.64 $324,389 - $358,365
652 Added 117.06%
1,209 $661,000
Q1 2024

Apr 17, 2024
SELL
$469.56 - $525.73 $11,739 - $13,143
-25 Reduced 4.3%
557 $292,000
Q3 2023

Oct 27, 2023
BUY
$427.76 - $460.18 $248,956 - $267,824
582 New
582 $250,000

Others Institutions Holding IVV

# of Institutions
3,789
Shares Held
736M
Call Options Held
1.58M
Put Options Held
1.53M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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