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

Fidato Wealth LLC

  • $131 Million
  • Q1 2025

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 13,789 shares of IVV stock, worth $8.79 Million. This represents 5.93% of its overall portfolio holdings.

Number of Shares
13,789
Previous 14,135 2.45%
Holding current value
$8.79 Million
Previous $8.32 Million 6.88%
% of portfolio
5.93%
Previous 6.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$554.06 - $615.85 $191,704 - $213,084
-346 Reduced 2.45%
13,789 $7.75 Million
Q4 2024

Feb 14, 2025
SELL
$570.51 - $610.59 $439,292 - $470,154
-770 Reduced 5.17%
14,135 $8.32 Million
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
3,971
Shares Held
814M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Fidato Wealth LLC Portfolio

Follow Fidato Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fidato Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidato Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email