Gratus Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Gratus Wealth Advisors, LLC

$612 Billion
Q3 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 4,900 shares of IVV stock, worth $2.91 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

4,900

Previous 4,884 0.33%

Holding current value

$2.91 Million

Previous $2.7 Billion 3.69%

% of portfolio

0.46%

Previous 0.46%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$520.18 - $576.82 $8,322 - $9,229	16 Added 0.33%	4,900 $2.8 Billion
Q2 2024 Jul 22, 2024	SELL	$497.53 - $549.64 $5,970 - $6,595	-12 Reduced 0.25%	4,884 $2.7 Billion
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $176,085 - $197,148	375 Added 8.29%	4,896 $2.46 Billion
Q4 2023 May 09, 2024	BUY	$412.55 - $479.0 $1.87 Million - $2.17 Million	4,521 New	4,521 $2.16 Billion

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Gratus Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History