Kerntke Otto Mc Glone Wealth Management Group Ishares Core S&P 500 ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $130 Million
  • Q4 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 565 shares of IVV stock, worth $315,337. This represents 0.26% of its overall portfolio holdings.

Number of Shares
565
Previous 665 15.04%
Holding current value
$315,337
Previous $383,000 13.32%
% of portfolio
0.26%
Previous 0.32%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$570.51 - $610.59 $57,051 - $61,059
-100 Reduced 15.04%
565 $332,000
Q3 2024

Nov 12, 2024
BUY
$520.18 - $576.82 $9,363 - $10,382
18 Added 2.78%
665 $383,000
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $497 - $549
1 Added 0.15%
647 $354,000
Q1 2024

May 10, 2024
SELL
$469.56 - $525.73 $41,321 - $46,264
-88 Reduced 11.99%
646 $339,000
Q4 2023

Feb 06, 2024
SELL
$412.55 - $479.0 $66,833 - $77,598
-162 Reduced 18.08%
734 $350,000
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $427 - $460
-1 Reduced 0.11%
896 $384,000
Q2 2023

Aug 09, 2023
SELL
$406.17 - $445.71 $93,419 - $102,513
-230 Reduced 20.41%
897 $399,000
Q1 2023

May 04, 2023
SELL
$381.13 - $418.66 $58,694 - $64,473
-154 Reduced 12.02%
1,127 $463,000
Q4 2022

Feb 14, 2023
SELL
$357.98 - $409.32 $43,673 - $49,937
-122 Reduced 8.7%
1,281 $492,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $95,759 - $115,354
-267 Reduced 15.99%
1,403 $503,000
Q2 2022

Aug 12, 2022
BUY
$366.99 - $458.8 $4,403 - $5,505
12 Added 0.72%
1,670 $633,000
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $76,923 - $88,290
-184 Reduced 9.99%
1,658 $752,000
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $216,866 - $241,683
-504 Reduced 21.48%
1,842 $878,000
Q3 2021

Nov 09, 2021
SELL
$426.8 - $455.27 $1.84 Million - $1.96 Million
-4,302 Reduced 64.71%
2,346 $1.01 Million
Q2 2021

Aug 04, 2021
BUY
$402.08 - $429.92 $12,062 - $12,897
30 Added 0.45%
6,648 $2.86 Million
Q1 2021

May 14, 2021
BUY
$370.22 - $398.75 $201,029 - $216,521
543 Added 8.94%
6,618 $2.63 Million
Q4 2020

Feb 12, 2021
BUY
$327.62 - $375.39 $229,334 - $262,773
700 Added 13.02%
6,075 $2.28 Million
Q3 2020

Nov 12, 2020
BUY
$311.81 - $359.24 $588,385 - $677,885
1,887 Added 54.1%
5,375 $1.81 Million
Q2 2020

Jul 31, 2020
BUY
$246.8 - $324.4 $16,535 - $21,734
67 Added 1.96%
3,488 $1.08 Million
Q1 2020

Apr 27, 2020
SELL
$224.65 - $339.88 $380,557 - $575,756
-1,694 Reduced 33.12%
3,421 $884,000
Q4 2019

Feb 21, 2020
BUY
$289.63 - $324.32 $1.48 Million - $1.66 Million
5,115 New
5,115 $1.65 Million

Others Institutions Holding IVV

# of Institutions
3,879
Shares Held
756M
Call Options Held
1.94M
Put Options Held
2.31M
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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