A detailed history of Jdm Financial Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Jdm Financial Group LLC holds 32,195 shares of IVV stock, worth $17.8 Million. This represents 12.34% of its overall portfolio holdings.

Number of Shares
32,195
Previous 31,095 3.54%
Holding current value
$17.8 Million
Previous $14.9 Billion 13.97%
% of portfolio
12.34%
Previous 12.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$469.56 - $525.73 $516,516 - $578,303
1,100 Added 3.54%
32,195 $16.9 Billion
Q4 2023

Feb 02, 2024

SELL
$412.55 - $479.0 $152,230 - $176,751
-369 Reduced 1.17%
31,095 $14.9 Billion
Q3 2023

Nov 15, 2023

SELL
$427.76 - $460.18 $20,960 - $22,548
-49 Reduced 0.16%
31,464 $13.5 Billion
Q2 2023

Aug 04, 2023

BUY
$406.17 - $445.71 $28,025 - $30,753
69 Added 0.22%
31,513 $14 Billion
Q1 2023

May 08, 2023

SELL
$381.13 - $418.66 $538,155 - $591,147
-1,412 Reduced 4.3%
31,444 $12.9 Billion
Q4 2022

Jan 10, 2023

BUY
$374.51 - $409.32 $12.3 Million - $13.4 Million
32,856 New
32,856 $12.6 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Jdm Financial Group LLC Portfolio

Follow Jdm Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jdm Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdm Financial Group LLC with notifications on news.