Hillcrest Wealth Advisors Ny, LLC Ishares Core S&P 500 ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $200 Million
  • Q3 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 566 shares of IVV stock, worth $335,824. This represents 0.16% of its overall portfolio holdings.

Number of Shares
566
Previous 375 50.93%
Holding current value
$335,824
Previous $205,000 59.02%
% of portfolio
0.16%
Previous 0.11%

Shares

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

Oct 17, 2024
BUY
$520.18 - $576.82 $99,354 - $110,172
191 Added 50.93%
566 $326,000
Q2 2024

Jul 18, 2024
BUY
$497.53 - $549.64 $186,573 - $206,115
375 New
375 $205,000

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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