Geometric Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Geometric Wealth Advisors

  • $417 Million
  • Q1 2024

A detailed history of Geometric Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 1,873 shares of IVV stock, worth $1.04 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,873
Previous 989 89.38%
Holding current value
$1.04 Million
Previous $472,000 108.47%
% of portfolio
0.24%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$469.56 - $525.73 $415,091 - $464,745
884 Added 89.38%
1,873 $984,000
Q3 2023

Oct 12, 2023
SELL
$427.76 - $460.18 $131,322 - $141,275
-307 Reduced 23.69%
989 $424,000
Q2 2023

Jul 17, 2023
BUY
$406.17 - $445.71 $124,694 - $136,832
307 Added 31.04%
1,296 $577,000
Q1 2023

May 01, 2023
SELL
$381.13 - $418.66 $112,433 - $123,504
-295 Reduced 22.98%
989 $406,000
Q4 2022

Jan 09, 2023
BUY
$374.51 - $409.32 $480,870 - $525,566
1,284 New
1,284 $0

Others Institutions Holding IVV

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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