Gilliland Jeter Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 3,459 shares of IVV stock, worth $2.07 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,459
Previous 3,668 5.7%
Holding current value
$2.07 Million
Previous $2.01 Billion 9.4%
% of portfolio
0.63%
Previous 0.68%

Shares

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

Oct 18, 2024
BUY
$520.18 - $576.82 $263,731 - $292,447
507 Added 14.66%
3,966 $2.29 Billion
Q3 2024

Oct 17, 2024
SELL
$520.18 - $576.82 $108,717 - $120,555
-209 Reduced 5.7%
3,459 $1.82 Billion
Q2 2024

Jul 24, 2024
BUY
$497.53 - $549.64 $103,983 - $114,874
209 Added 6.04%
3,668 $2.01 Billion
Q1 2024

May 02, 2024
BUY
$469.56 - $525.73 $446,082 - $499,443
950 Added 37.86%
3,459 $1.82 Billion
Q4 2023

Feb 02, 2024
BUY
$412.55 - $479.0 $1.04 Million - $1.2 Million
2,509 New
2,509 $1.2 Billion

Others Institutions Holding IVV

# of Institutions
3,450
Shares Held
686M
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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