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

Gilliland Jeter Wealth Management LLC

$296 Billion
Q4 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 4,678 shares of IVV stock, worth $2.71 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

4,678

Previous 3,966 17.95%

Holding current value

$2.71 Million

Previous $2.29 Billion 20.38%

% of portfolio

0.93%

Previous 0.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $406,203 - $434,740	712 Added 17.95%	4,678 $2.75 Billion
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

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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