A detailed history of Leverty Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Leverty Financial Group, LLC holds 46,682 shares of IVV stock, worth $27.7 Million. This represents 14.82% of its overall portfolio holdings.

Number of Shares
46,682
Previous 46,440 0.52%
Holding current value
$27.7 Million
Previous $25.4 Million 5.96%
% of portfolio
14.82%
Previous 17.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$520.18 - $576.82 $125,883 - $139,590
242 Added 0.52%
46,682 $26.9 Million
Q2 2024

Jul 15, 2024

SELL
$497.53 - $549.64 $175,130 - $193,473
-352 Reduced 0.75%
46,440 $25.4 Million
Q1 2024

Apr 23, 2024

SELL
$469.56 - $525.73 $237,127 - $265,493
-505 Reduced 1.07%
46,792 $24.6 Million
Q4 2023

Jan 10, 2024

SELL
$412.55 - $479.0 $145,217 - $168,608
-352 Reduced 0.74%
47,297 $22.6 Million
Q3 2023

Oct 18, 2023

SELL
$427.76 - $460.18 $90,685 - $97,558
-212 Reduced 0.44%
47,649 $20.5 Million
Q2 2023

Jul 27, 2023

SELL
$406.17 - $445.71 $151,095 - $165,804
-372 Reduced 0.77%
47,861 $21.3 Million
Q1 2023

Apr 21, 2023

SELL
$381.13 - $418.66 $165,791 - $182,117
-435 Reduced 0.89%
48,233 $19.8 Million
Q4 2022

Jan 30, 2023

SELL
$357.98 - $409.32 $32.8 Million - $37.5 Million
-91,563 Reduced 65.29%
48,668 $18.7 Million
Q3 2022

Oct 20, 2022

BUY
$358.65 - $432.04 $788,312 - $949,623
2,198 Added 1.59%
140,231 $50.3 Million
Q2 2022

Jul 18, 2022

SELL
$366.99 - $458.8 $2.28 Million - $2.85 Million
-6,214 Reduced 4.31%
138,033 $52.3 Million
Q1 2022

Apr 20, 2022

BUY
$418.06 - $479.84 $417,223 - $478,880
998 Added 0.7%
144,247 $65.4 Million
Q4 2021

Feb 09, 2022

BUY
$430.29 - $479.53 $61.6 Million - $68.7 Million
143,249 New
143,249 $68.3 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Leverty Financial Group, LLC Portfolio

Follow Leverty Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.