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

Grey Fox Wealth Advisors, LLC

  • $266 Billion
  • Q1 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 976 shares of IVV stock, worth $545,008. This represents 0.19% of its overall portfolio holdings.

Number of Shares
976
Previous 1,050 7.05%
Holding current value
$545,008
Previous $501 Million 2.34%
% of portfolio
0.19%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$469.56 - $525.73 $34,747 - $38,904
-74 Reduced 7.05%
976 $513 Million
Q4 2023

Jan 17, 2024
SELL
$412.55 - $479.0 $3,712 - $4,311
-9 Reduced 0.85%
1,050 $501 Million
Q3 2023

Oct 24, 2023
BUY
$427.76 - $460.18 $36,787 - $39,575
86 Added 8.84%
1,059 $457 Million
Q2 2023

Aug 03, 2023
SELL
$406.17 - $445.71 $16,246 - $17,828
-40 Reduced 3.95%
973 $434 Million
Q1 2023

May 09, 2023
BUY
$381.13 - $418.66 $100,237 - $110,107
263 Added 35.07%
1,013 $416 Million
Q4 2022

Feb 14, 2023
BUY
$374.51 - $409.32 $280,882 - $306,990
750 New
750 $288 Million

Others Institutions Holding IVV

# of Institutions
3,254
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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