Hcr Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 37,452 shares of IVV stock, worth $22.4 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

37,452

Previous 34,934 7.21%

Holding current value

$22.4 Million

Previous $20.2 Million 9.41%

% of portfolio

2.79%

Previous 2.66%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$570.51 - $610.59 $1.44 Million - $1.54 Million	2,518 Added 7.21%	37,452 $22 Million
Q3 2024 Oct 10, 2024	BUY	$520.18 - $576.82 $224,717 - $249,186	432 Added 1.25%	34,934 $20.2 Million
Q2 2024 Aug 06, 2024	BUY	$497.53 - $549.64 $467,678 - $516,661	940 Added 2.8%	34,502 $18.9 Million
Q1 2024 May 10, 2024	SELL	$469.56 - $525.73 $578,028 - $647,173	-1,231 Reduced 3.54%	33,562 $17.6 Million
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $4.18 Million - $4.85 Million	10,127 Added 41.06%	34,793 $16.6 Million
Q3 2023 Oct 20, 2023	SELL	$427.76 - $460.18 $813,599 - $875,262	-1,902 Reduced 7.16%	24,666 $10.6 Million
Q2 2023 Aug 09, 2023	SELL	$406.17 - $445.71 $220,956 - $242,466	-544 Reduced 2.01%	26,568 $11.8 Million
Q1 2023 May 12, 2023	SELL	$381.13 - $418.66 $68,984 - $75,777	-181 Reduced 0.66%	27,112 $11.1 Million
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $515,133 - $589,011	-1,439 Reduced 5.01%	27,293 $10.5 Million
Q3 2022 Nov 07, 2022	SELL	$358.65 - $432.04 $778,987 - $938,390	-2,172 Reduced 7.03%	28,732 $10.3 Million
Q2 2022 Aug 12, 2022	SELL	$366.99 - $458.8 $289,188 - $361,534	-788 Reduced 2.49%	30,904 $11.7 Million
Q1 2022 May 05, 2022	BUY	$418.06 - $479.84 $12.3 Million - $14.1 Million	29,312 Added 1231.6%	31,692 $14.4 Million
Q4 2021 Feb 04, 2022	BUY	$430.29 - $479.53 $236,229 - $263,261	549 Added 29.98%	2,380 $1.14 Million
Q3 2021 Nov 02, 2021	BUY	$426.8 - $455.27 $781,470 - $833,599	1,831 New	1,831 $789,000
Q1 2021 May 13, 2021	SELL	$370.22 - $398.75 $168,079 - $181,032	-454 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$327.62 - $375.39 $120,891 - $138,518	369 Added 434.12%	454 $170,000
Q3 2020 Nov 05, 2020	SELL	$311.81 - $359.24 $127,842 - $147,288	-410 Reduced 82.83%	85 $29,000
Q4 2019 Feb 07, 2020	BUY	$289.63 - $324.32 $143,366 - $160,538	495 New	495 $160,000

Others Institutions Holding IVV

# of Institutions

3,840

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Hcr Wealth Advisors Ishares Core S&P 500 ETF Transaction History