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

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 10,022 shares of IVV stock, worth $5.59 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

10,022

Previous 10,219 1.93%

Holding current value

$5.59 Million

Previous $4.88 Million 7.95%

% of portfolio

2.44%

Previous 2.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$469.56 - $525.73 $92,503 - $103,568	-197 Reduced 1.93%	10,022 $5.27 Million
Q4 2023 Jan 22, 2024	BUY	$412.55 - $479.0 $17,327 - $20,118	42 Added 0.41%	10,219 $4.88 Million
Q3 2023 Oct 13, 2023	BUY	$427.76 - $460.18 $4.35 Million - $4.68 Million	10,177 New	10,177 $4.37 Million
Q1 2023 Apr 17, 2023	SELL	$381.13 - $418.66 $36,969 - $40,610	-97 Reduced 0.87%	11,024 $4.53 Million
Q4 2022 Jan 20, 2023	SELL	$374.51 - $409.32 $508,210 - $555,447	-1,357 Reduced 10.88%	11,121 $4.27 Million

Q3 2022 Oct 24, 2022	BUY	$371.42 - $432.04 $4.63 Million - $5.39 Million	12,478 New	12,478 $4.48 Million
Q2 2022 Jul 21, 2022	SELL	$366.99 - $458.8 $4.8 Million - $6 Million	-13,082 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$418.06 - $479.84 $369,983 - $424,658	885 Added 7.26%	13,082 $5.94 Million
Q4 2021 Jan 27, 2022	BUY	$430.29 - $479.53 $5.25 Million - $5.85 Million	12,197 New	12,197 $6,000

Others Institutions Holding IVV

# of Institutions

3,251

Shares Held

623M

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