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 1,209 shares of IVV stock, worth $694,050. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,209
Previous 557 117.06%
Holding current value
$694,050
Previous $292,000 126.37%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P 500 ETF


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