Henrickson Nauta Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$248 Million
Q3 2024

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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Henrickson Nauta Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History