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

Gratus Wealth Advisors, LLC

$544 Billion
Q1 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 4,896 shares of IVV stock, worth $2.7 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

4,896

Previous 4,521 8.29%

Holding current value

$2.7 Million

Previous $2.16 Billion 13.81%

% of portfolio

0.45%

Previous 0.43%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

3,244

Shares Held

623M

Call Options Held

794K

Put Options Held

612K

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 Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Account

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