Iams Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 1,256 shares of IVV stock, worth $743,011. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,256

Previous 1,142 9.98%

Holding current value

$743,011

Previous $625 Million 15.93%

% of portfolio

0.36%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$520.18 - $576.82 $59,300 - $65,757	114 Added 9.98%	1,256 $724 Million
Q2 2024 Aug 05, 2024	BUY	$497.53 - $549.64 $29,354 - $32,428	59 Added 5.45%	1,142 $625 Million
Q1 2024 Apr 18, 2024	SELL	$469.56 - $525.73 $648,931 - $726,558	-1,382 Reduced 56.06%	1,083 $551 Million
Q4 2023 Feb 07, 2024	SELL	$412.55 - $479.0 $373,357 - $433,495	-905 Reduced 26.85%	2,465 $1.18 Billion
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $1.44 Million - $1.55 Million	3,370 New	3,370 $1.45 Billion
Q1 2023 Oct 30, 2023	BUY	$381.13 - $418.66 $164,267 - $180,442	431 Added 30.76%	1,832 $744 Million
Q4 2022 Oct 27, 2023	BUY	$357.98 - $409.32 $501,529 - $573,457	1,401 New	1,401 $538 Million

Others Institutions Holding IVV

# of Institutions

3,451

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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Iams Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History