Grand Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Grand Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Grand Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 371 shares of IVV stock, worth $212,178. This represents 0.12% of its overall portfolio holdings.

Number of Shares
371
Previous 388 4.38%
Holding current value
$212,178
Previous $203,000 -0.0%
% of portfolio
0.12%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$497.53 - $549.64 $8,458 - $9,343
-17 Reduced 4.38%
371 $203,000
Q3 2023

Nov 09, 2023
SELL
$427.76 - $460.18 $22,243 - $23,929
-52 Reduced 11.82%
388 $166,000
Q2 2023

Aug 14, 2023
SELL
$406.17 - $445.71 $94,231 - $103,404
-232 Reduced 34.52%
440 $196,000
Q4 2022

Feb 06, 2023
BUY
$357.98 - $409.32 $201,542 - $230,447
563 Added 516.51%
672 $258,000
Q4 2021

Aug 25, 2022
BUY
$430.29 - $479.53 $46,901 - $52,268
109 New
109 $52,000

Others Institutions Holding IVV

# of Institutions
3,324
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
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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