Evolution Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 847 shares of IVV stock, worth $505,896. This represents 0.09% of its overall portfolio holdings.

Number of Shares
847
Previous 847 -0.0%
Holding current value
$505,896
Previous $488,000 2.05%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 06, 2024
BUY
$520.18 - $576.82 $440,592 - $488,566
847 New
847 $488,000
Q4 2020

Feb 02, 2021
SELL
$327.62 - $375.39 $62,247 - $71,324
-190 Closed
0 $0
Q3 2020

Oct 15, 2020
SELL
$311.81 - $359.24 $7,795 - $8,981
-25 Reduced 11.63%
190 $64,000
Q2 2020

Jul 27, 2020
BUY
$246.8 - $324.4 $53,062 - $69,746
215 New
215 $67,000
Q1 2019

May 09, 2019
SELL
$245.43 - $286.57 $143,085 - $167,070
-583 Closed
0 $0
Q4 2018

Jan 29, 2019
BUY
$236.09 - $293.95 $137,640 - $171,372
583 New
583 $147,000

Others Institutions Holding IVV

# of Institutions
3,840
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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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