A detailed history of Goldstein Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Goldstein Advisors, LLC holds 3,172 shares of IVV stock, worth $1.87 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,172
Previous 3,349 5.29%
Holding current value
$1.87 Million
Previous $1.83 Billion 0.16%
% of portfolio
0.28%
Previous 0.31%

Shares

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

Oct 24, 2024

SELL
$520.18 - $576.82 $92,071 - $102,097
-177 Reduced 5.29%
3,172 $1.83 Billion
Q2 2024

Jul 24, 2024

BUY
$497.53 - $549.64 $439,816 - $485,881
884 Added 35.86%
3,349 $1.83 Billion
Q1 2024

May 13, 2024

SELL
$469.56 - $525.73 $1,408 - $1,577
-3 Reduced 0.12%
2,465 $1.3 Billion
Q3 2023

Oct 18, 2023

BUY
$427.76 - $460.18 $1,283 - $1,380
3 Added 0.12%
2,468 $1.06 Billion
Q2 2023

Jul 21, 2023

SELL
$406.17 - $445.71 $54,020 - $59,279
-133 Reduced 5.12%
2,465 $1.1 Billion
Q1 2023

May 09, 2023

SELL
$381.13 - $418.66 $161,217 - $177,093
-423 Reduced 14.0%
2,598 $1.07 Billion
Q4 2022

Feb 03, 2023

BUY
$357.98 - $409.32 $1.08 Million - $1.24 Million
3,021 New
3,021 $1.16 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.