A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 2,281 shares of IVV stock, worth $1.35 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,281
Previous 3,239 29.58%
Holding current value
$1.35 Million
Previous $1.77 Million 25.79%
% of portfolio
0.53%
Previous 0.77%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$520.18 - $576.82 $498,332 - $552,593
-958 Reduced 29.58%
2,281 $1.32 Million
Q2 2024

Jul 31, 2024

BUY
$497.53 - $549.64 $565,691 - $624,940
1,137 Added 54.09%
3,239 $1.77 Million
Q1 2024

Apr 15, 2024

BUY
$469.56 - $525.73 $134,294 - $150,358
286 Added 15.75%
2,102 $1.11 Million
Q4 2023

Jan 12, 2024

BUY
$412.55 - $479.0 $749,190 - $869,864
1,816 New
1,816 $867,000
Q4 2022

Feb 02, 2023

BUY
$357.98 - $409.32 $189,013 - $216,120
528 New
528 $202,000
Q1 2022

May 16, 2022

SELL
$418.06 - $479.84 $52,675 - $60,459
-126 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$430.29 - $479.53 $54,216 - $60,420
126 New
126 $56,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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