Fidato Wealth LLC Ishares Core S&P 500 ETF Transaction History

Fidato Wealth LLC

  • $124 Million
  • Q3 2024

A detailed history of Fidato Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fidato Wealth LLC holds 14,905 shares of IVV stock, worth $8.91 Million. This represents 6.91% of its overall portfolio holdings.

Number of Shares
14,905
Previous 15,417 3.32%
Holding current value
$8.91 Million
Previous $8.44 Million 1.91%
% of portfolio
6.91%
Previous 7.45%

Shares

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

Nov 05, 2024
SELL
$520.18 - $576.82 $266,332 - $295,331
-512 Reduced 3.32%
14,905 $8.6 Million
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $440,314 - $486,431
-885 Reduced 5.43%
15,417 $8.44 Million
Q1 2024

Apr 18, 2024
SELL
$469.56 - $525.73 $320,239 - $358,547
-682 Reduced 4.02%
16,302 $8.57 Million
Q4 2023

Jan 09, 2024
SELL
$412.55 - $479.0 $39.9 Million - $46.3 Million
-96,745 Reduced 85.07%
16,984 $8.11 Million
Q4 2022

Feb 09, 2023
BUY
$357.98 - $409.32 $594,246 - $679,471
1,660 Added 1.48%
113,729 $43.7 Million
Q3 2022

Oct 24, 2022
BUY
$358.65 - $432.04 $400,612 - $482,588
1,117 Added 1.01%
112,069 $40.2 Million
Q2 2022

Aug 02, 2022
SELL
$366.99 - $458.8 $289,555 - $361,993
-789 Reduced 0.71%
110,952 $42.1 Million
Q1 2022

May 10, 2022
BUY
$418.06 - $479.84 $430,183 - $493,755
1,029 Added 0.93%
111,741 $50.7 Million
Q4 2021

May 04, 2022
BUY
$430.29 - $479.53 $47.6 Million - $53.1 Million
110,712 New
110,712 $52.8 Million

Others Institutions Holding IVV

# of Institutions
3,445
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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