Independent Wealth Network Inc. Ishares Core S&P 500 ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 1,580 shares of IVV stock, worth $973,043. This represents 0.4% of its overall portfolio holdings.

Number of Shares

1,580

Previous 1,741 9.25%

Holding current value

$973,043

Previous $1 Million 7.37%

% of portfolio

0.4%

Previous 0.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$570.51 - $610.59 $91,852 - $98,304	-161 Reduced 9.25%	1,580 $930,000
Q3 2024 Oct 15, 2024	BUY	$520.18 - $576.82 $78,026 - $86,523	150 Added 9.43%	1,741 $1 Million
Q2 2024 Jul 18, 2024	SELL	$497.53 - $549.64 $20,896 - $23,084	-42 Reduced 2.57%	1,591 $870,000
Q1 2024 May 20, 2024	BUY	$469.56 - $525.73 $263,423 - $294,934	561 Added 52.33%	1,633 $858,000
Q1 2024 Apr 11, 2024	SELL	$469.56 - $525.73 $243,232 - $272,328	-518 Reduced 32.58%	1,072 $563,000
Q4 2023 Jan 12, 2024	SELL	$412.55 - $479.0 $3,712 - $4,311	-9 Reduced 0.56%	1,590 $759,000
Q3 2023 Oct 11, 2023	SELL	$427.76 - $460.18 $92,396 - $99,398	-216 Reduced 11.9%	1,599 $686,000
Q2 2023 Jul 12, 2023	BUY	$406.17 - $445.71 $31,275 - $34,319	77 Added 4.43%	1,815 $808,000
Q1 2023 Apr 18, 2023	BUY	$381.13 - $418.66 $95,663 - $105,083	251 Added 16.88%	1,738 $714,000
Q4 2022 Jan 25, 2023	SELL	$357.98 - $409.32 $242,710 - $277,518	-678 Reduced 31.32%	1,487 $0
Q3 2022 Oct 17, 2022	BUY	$358.65 - $432.04 $271,139 - $326,622	756 Added 53.66%	2,165 $777,000
Q2 2022 Jul 26, 2022	BUY	$366.99 - $458.8 $51,745 - $64,690	141 Added 11.12%	1,409 $534,000
Q1 2022 Apr 20, 2022	SELL	$418.06 - $479.84 $280,936 - $322,452	-672 Reduced 34.64%	1,268 $575,000
Q4 2021 Feb 10, 2022	BUY	$430.29 - $479.53 $222,029 - $247,437	516 Added 36.24%	1,940 $925,000
Q3 2021 Nov 04, 2021	BUY	$426.8 - $455.27 $607,763 - $648,304	1,424 New	1,424 $665,000

Others Institutions Holding IVV

# of Institutions

3,826

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Ishares Core S&P 500 ETF Transaction History