Johnson & White Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Johnson & White Wealth Management, LLC

$165 Million
Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 3,039 shares of IVV stock, worth $1.85 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

3,039

Holding current value

$1.85 Million

% of portfolio

1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $1.73 Million - $1.86 Million	3,039 New	3,039 $1.79 Million
Q1 2024 Apr 10, 2024	BUY	$469.56 - $525.73 $143,215 - $160,347	305 Added 11.5%	2,957 $1.55 Million
Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $65,595 - $76,161	159 Added 6.38%	2,652 $1.27 Million
Q3 2023 Oct 12, 2023	BUY	$427.76 - $460.18 $1.07 Million - $1.15 Million	2,493 New	2,493 $1.07 Million
Q1 2023 Apr 17, 2023	SELL	$381.13 - $418.66 $20.3 Million - $22.3 Million	-53,179 Reduced 95.29%	2,631 $1.08 Million
Q4 2022 Jan 18, 2023	BUY	$357.98 - $409.32 $19 Million - $21.8 Million	53,138 Added 1988.7%	55,810 $3.56 Million
Q3 2022 Nov 14, 2022	BUY	$358.65 - $432.04 $958,312 - $1.15 Million	2,672 New	2,672 $958,000

Others Institutions Holding IVV

# of Institutions

3,625

Shares Held

709M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Johnson & White Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History