Family Wealth Group, LLC Ishares Core S&P 500 ETF Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,079 shares of IVV stock, worth $644,864. This represents 0.67% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,107 2.53%
Holding current value
$644,864
Previous $605,000 2.81%
% of portfolio
0.67%
Previous 0.65%

Shares

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

Nov 14, 2024
SELL
$520.18 - $576.82 $14,565 - $16,150
-28 Reduced 2.53%
1,079 $622,000
Q2 2024

Aug 14, 2024
SELL
$497.53 - $549.64 $33,334 - $36,825
-67 Reduced 5.71%
1,107 $605,000
Q1 2024

Aug 14, 2024
SELL
$469.56 - $525.73 $38,503 - $43,109
-82 Reduced 6.53%
1,174 $617,000
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $518,162 - $601,624
1,256 New
1,256 $599,000

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
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