Ivc Wealth Advisors LLC Spdr Ser Tr Russell 1000 Core Transaction History

Ivc Wealth Advisors LLC

  • $173 Million
  • Q1 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 2,765 shares of ONEY stock, worth $284,933. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,765
Previous 2,765 -0.0%
Holding current value
$284,933
Previous $278,000 7.91%
% of portfolio
0.17%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$86.22 - $101.67 $517 - $610
-6 Reduced 0.22%
2,765 $278,000
Q2 2023

Jul 13, 2023
BUY
$88.5 - $95.33 $531 - $571
6 Added 0.22%
2,771 $264,000
Q2 2022

Jul 11, 2022
SELL
N/A
-10 Reduced 0.36%
2,765 $246,000
Q4 2021

Jan 13, 2022
SELL
N/A
-350 Reduced 11.2%
2,775 $279,000
Q2 2021

Jul 13, 2021
BUY
N/A
510 Added 19.5%
3,125 $296,000
Q1 2021

Apr 20, 2021
SELL
N/A
-523 Reduced 16.67%
2,615 $235,000
Q4 2020

Feb 01, 2021
BUY
N/A
3,138 New
3,138 $236,000

Others Institutions Holding ONEY

# of Institutions
98
Shares Held
5.96M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR RUSSELL 1000 CORE

ONEY Quotes by TradingView
  • Ticker ONEY
  • Sector ETFs
  • Industry ETFs
More about ONEY
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