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

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 406 shares of IVV stock, worth $242,645. This represents 0.16% of its overall portfolio holdings.

Number of Shares

406

Previous 404 0.5%

Holding current value

$242,645

Previous $221,000 5.88%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $1,040 - $1,153	2 Added 0.5%	406 $234,000
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $9,453 - $10,443	-19 Reduced 4.49%	404 $221,000
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $12,678 - $14,194	-27 Reduced 6.0%	423 $222,000
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $185,647 - $215,550	450 New	450 $214,000
Q2 2023 Aug 11, 2023	SELL	$406.17 - $445.71 $172,216 - $188,981	-424 Reduced 48.02%	459 $204,000
Q1 2023 May 12, 2023	BUY	$381.13 - $418.66 $336,537 - $369,676	883 New	883 $363,000
Q2 2022 Aug 15, 2022	SELL	$366.99 - $458.8 $171,751 - $214,718	-468 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$418.06 - $479.84 $418 - $479	1 Added 0.21%	468 $212,000
Q4 2021 Jan 19, 2022	BUY	$430.29 - $479.53 $200,945 - $223,940	467 New	467 $223,000

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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