Finer Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Finer Wealth Management, Inc.

$165 Million
Q1 2025

A detailed history of Finer Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 740 shares of IVV stock, worth $473,785. This represents 0.25% of its overall portfolio holdings.

Number of Shares

740

Previous 740 -0.0%

Holding current value

$473,785

Previous $435,000 4.6%

% of portfolio

0.25%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $47,352 - $50,678	-83 Reduced 10.09%	740 $435,000
Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $14,925 - $16,489	-30 Reduced 3.52%	823 $450,000
Q4 2023 Feb 13, 2024	SELL	$412.55 - $479.0 $46,618 - $54,127	-113 Reduced 11.7%	853 $407,000
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $49,620 - $53,380	-116 Reduced 10.72%	966 $414,000
Q2 2023 Aug 14, 2023	BUY	$406.17 - $445.71 $49,552 - $54,376	122 Added 12.71%	1,082 $482,000
Q1 2023 May 09, 2023	BUY	$381.13 - $418.66 $41,543 - $45,633	109 Added 12.81%	960 $394,000
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $5,369 - $6,139	-15 Reduced 1.73%	851 $326,000
Q2 2022 Aug 10, 2022	SELL	$366.99 - $458.8 $19,083 - $23,857	-52 Reduced 5.66%	866 $328,000
Q4 2021 Jun 01, 2022	BUY	$430.29 - $479.53 $395,006 - $440,208	918 New	918 $438,000

Others Institutions Holding IVV

# of Institutions

3,982

Shares Held

800M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Finer Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History