A detailed history of Great Waters Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 1,324 shares of IVV stock, worth $725,247. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,323 0.08%
Holding current value
$725,247
Previous $695 Million 4.19%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jul 08, 2024

BUY
$497.53 - $549.64 $497 - $549
1 Added 0.08%
1,324 $725 Million
Q1 2024

Apr 08, 2024

SELL
$469.56 - $525.73 $1,408 - $1,577
-3 Reduced 0.23%
1,323 $695 Million
Q4 2023

Jan 19, 2024

BUY
$412.55 - $479.0 $9,076 - $10,538
22 Added 1.69%
1,326 $625 Million
Q3 2023

Oct 11, 2023

BUY
$427.76 - $460.18 $855 - $920
2 Added 0.15%
1,304 $563 Million
Q2 2023

Jul 07, 2023

SELL
$406.17 - $445.71 $406 - $445
-1 Reduced 0.08%
1,302 $580 Million
Q4 2022

Feb 03, 2023

BUY
$374.51 - $409.32 $487,986 - $533,343
1,303 New
1,303 $524 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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

Track Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management 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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.