Heritage Wealth Management, Inc./Texas Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Management, Inc./Texas

  • $173 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 750 shares of IVV stock, worth $448,237. This represents 0.25% of its overall portfolio holdings.

Number of Shares
750
Previous 778 3.6%
Holding current value
$448,237
Previous $426 Million 1.45%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Oct 30, 2024
SELL
$520.18 - $576.82 $14,565 - $16,150
-28 Reduced 3.6%
750 $432 Million
Q2 2024

Jul 30, 2024
SELL
$497.53 - $549.64 $351,256 - $388,045
-706 Reduced 47.57%
778 $426 Million
Q1 2024

Apr 25, 2024
BUY
$469.56 - $525.73 $8,452 - $9,463
18 Added 1.23%
1,484 $780 Million
Q4 2023

Jan 24, 2024
BUY
$412.55 - $479.0 $604,798 - $702,214
1,466 New
1,466 $700 Million

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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