A detailed history of Ivc Wealth Advisors LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 7,308 shares of BK stock, worth $572,143. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,308
Previous 7,468 2.14%
Holding current value
$572,143
Previous $447,000 17.45%
% of portfolio
0.29%
Previous 0.25%

Shares

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

Oct 24, 2024

SELL
$59.54 - $72.17 $9,526 - $11,547
-160 Reduced 2.14%
7,308 $525,000
Q2 2024

Jul 16, 2024

BUY
$54.0 - $60.74 $5,508 - $6,195
102 Added 1.38%
7,468 $447,000
Q1 2024

Apr 19, 2024

SELL
$51.8 - $57.62 $2,538 - $2,823
-49 Reduced 0.66%
7,366 $424,000
Q4 2023

Jan 10, 2024

BUY
$41.18 - $52.22 $205 - $261
5 Added 0.07%
7,415 $385,000
Q3 2023

Oct 05, 2023

BUY
$42.17 - $46.33 $1,433 - $1,575
34 Added 0.46%
7,410 $316,000
Q2 2023

Jul 13, 2023

SELL
$39.67 - $46.36 $6,743 - $7,881
-170 Reduced 2.25%
7,376 $328,000
Q1 2023

Apr 13, 2023

SELL
$42.58 - $51.92 $2,086 - $2,544
-49 Reduced 0.65%
7,546 $342,000
Q4 2022

Jan 17, 2023

SELL
$37.98 - $45.9 $3,190 - $3,855
-84 Reduced 1.09%
7,595 $0
Q3 2022

Oct 12, 2022

BUY
$38.52 - $45.03 $4,237 - $4,953
110 Added 1.45%
7,679 $296,000
Q2 2022

Jul 11, 2022

BUY
$40.6 - $49.51 $4,141 - $5,050
102 Added 1.37%
7,569 $316,000
Q1 2022

Apr 27, 2022

BUY
$49.63 - $63.66 $8,337 - $10,694
168 Added 2.3%
7,467 $371,000
Q4 2021

Jan 13, 2022

SELL
$52.85 - $60.09 $31,710 - $36,054
-600 Reduced 7.6%
7,299 $424,000
Q3 2021

Oct 08, 2021

BUY
$47.58 - $56.41 $20,554 - $24,369
432 Added 5.79%
7,899 $409,000
Q1 2021

Apr 20, 2021

BUY
$39.82 - $47.86 $2,070 - $2,488
52 Added 0.7%
7,467 $353,000
Q4 2020

Feb 01, 2021

BUY
$34.08 - $42.44 $252,703 - $314,692
7,415 New
7,415 $315,000

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $63.3B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
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