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

Kfg Wealth Management, LLC

$222 Million
Q1 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,987 shares of IVV stock, worth $1.63 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

2,987

Previous 426 601.17%

Holding current value

$1.63 Million

Previous $203,000 673.4%

% of portfolio

0.71%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$469.56 - $525.73 $1.2 Million - $1.35 Million	2,561 Added 601.17%	2,987 $1.57 Million
Q4 2023 Jan 31, 2024	SELL	$412.55 - $479.0 $85,397 - $99,153	-207 Reduced 32.7%	426 $203,000
Q3 2023 Oct 17, 2023	BUY	$427.76 - $460.18 $23,099 - $24,849	54 Added 9.33%	633 $271,000
Q2 2023 Jul 18, 2023	BUY	$406.17 - $445.71 $406 - $445	1 Added 0.17%	579 $258 Million
Q1 2023 Apr 14, 2023	SELL	$381.13 - $418.66 $2,286 - $2,511	-6 Reduced 1.03%	578 $240 Million

Q4 2022 Jan 18, 2023	BUY	$374.51 - $409.32 $218,713 - $239,042	584 New	584 $224 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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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