Journey Strategic Wealth LLC Ishares Core S&P 500 ETF Transaction History

Journey Strategic Wealth LLC

  • $2.25 Billion
  • Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 420,850 shares of IVV stock, worth $230 Million. This represents 9.82% of its overall portfolio holdings.

Number of Shares
420,850
Previous 390,901 7.66%
Holding current value
$230 Million
Previous $187 Million 18.5%
% of portfolio
9.82%
Previous 8.8%

Shares

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

May 13, 2024
BUY
$469.56 - $525.73 $14.1 Million - $15.7 Million
29,949 Added 7.66%
420,850 $221 Million
Q4 2023

Feb 09, 2024
SELL
$412.55 - $479.0 $17.6 Million - $20.4 Million
-42,617 Reduced 9.83%
390,901 $187 Million
Q3 2023

Nov 08, 2023
SELL
$427.76 - $460.18 $160,837 - $173,027
-376 Reduced 0.09%
433,518 $186 Million
Q2 2023

Aug 14, 2023
BUY
$406.17 - $445.71 $1.79 Million - $1.97 Million
4,415 Added 1.03%
433,894 $193 Million
Q1 2023

May 11, 2023
BUY
$381.13 - $418.66 $1.08 Million - $1.19 Million
2,843 Added 0.67%
429,479 $177 Million
Q4 2022

Feb 14, 2023
BUY
$374.51 - $409.32 $5.65 Million - $6.17 Million
15,076 Added 3.66%
426,636 $164 Million
Q3 2022

Nov 14, 2022
BUY
$371.42 - $432.04 $931,149 - $1.08 Million
2,507 Added 0.61%
411,560 $148 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $150 Million - $188 Million
409,053 New
409,053 $155 Million
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $146 Million - $168 Million
-350,184 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $151 Million - $168 Million
350,184 New
350,184 $167 Million

Others Institutions Holding IVV

# of Institutions
3,247
Shares Held
624M
Call Options Held
794K
Put Options Held
622K
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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