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

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 1,010 shares of IVV stock, worth $599,263. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,010
Previous 905 11.6%
Holding current value
$599,263
Previous $495,000 17.58%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Oct 22, 2024
BUY
$520.18 - $576.82 $54,618 - $60,566
105 Added 11.6%
1,010 $582,000
Q4 2023

Jan 22, 2024
SELL
$412.55 - $479.0 $66,008 - $76,640
-160 Reduced 15.02%
905 $432,000
Q3 2023

Oct 18, 2023
BUY
$427.76 - $460.18 $100,523 - $108,142
235 Added 28.31%
1,065 $457,000
Q4 2022

Jan 19, 2023
BUY
$357.98 - $409.32 $297,123 - $339,735
830 New
830 $319,000
Q2 2022

Aug 04, 2022
BUY
$366.99 - $458.8 $2,568 - $3,211
7 Added 0.84%
837 $317,000
Q4 2020

Jan 14, 2021
BUY
$327.62 - $375.39 $271,924 - $311,573
830 New
830 $312,000

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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