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

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 925 shares of IVV stock, worth $548,830. This represents 0.12% of its overall portfolio holdings.

Number of Shares

925

Previous 642 44.08%

Holding current value

$548,830

Previous $351 Million 51.87%

% of portfolio

0.12%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	BUY	$520.18 - $576.82 $147,210 - $163,240	283 Added 44.08%	925 $534 Million
Q2 2024 Dec 19, 2024	BUY	$497.53 - $549.64 $76,122 - $84,094	153 Added 31.29%	642 $351 Million
Q1 2024 Dec 19, 2024	BUY	$469.56 - $525.73 $229,614 - $257,081	489 New	489 $257 Million
Q3 2023 Dec 19, 2024	BUY	$427.76 - $460.18 $111,217 - $119,646	260 Added 47.79%	804 $345 Million
Q2 2023 Dec 19, 2024	BUY	$406.17 - $445.71 $220,956 - $242,466	544 New	544 $242 Million
Q1 2023 Dec 19, 2024	SELL	$381.13 - $418.66 $388,752 - $427,033	-1,020 Closed	0 $0
Q4 2022 Dec 19, 2024	BUY	$357.98 - $409.32 $112,047 - $128,117	313 Added 44.27%	1,020 $392 Million
Q4 2021 Dec 19, 2024	BUY	$430.29 - $479.53 $304,215 - $339,027	707 New	707 $337 Million

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