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

Finer Wealth Management, Inc.

$152 Million
Q1 2024

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 853 shares of IVV stock, worth $475,769. This represents 0.29% of its overall portfolio holdings.

Number of Shares

853

Previous 853 -0.0%

Holding current value

$475,769

Previous $407,000 10.07%

% of portfolio

0.29%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$374.51 - $409.32 $5,617 - $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

3,251

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

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