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 $2.78 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

4,678

Previous 3,966 17.95%

Holding current value

$2.78 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
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

3,849

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.

Account

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