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

Iams Wealth Management, LLC

  • $183 Billion
  • Q2 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 1,142 shares of IVV stock, worth $655,279. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,142
Previous 1,083 5.45%
Holding current value
$655,279
Previous $551 Million 13.44%
% of portfolio
0.34%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,324
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email