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

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 665 shares of IVV stock, worth $367,020. This represents 0.09% of its overall portfolio holdings.

Number of Shares
665
Previous 665 -0.0%
Holding current value
$367,020
Previous $317,000 10.09%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $1,650 - $1,916
4 Added 0.61%
665 $317,000
Q2 2023

Jul 21, 2023
BUY
$406.17 - $445.71 $812 - $891
2 Added 0.3%
661 $294,000
Q1 2023

May 04, 2023
BUY
$381.13 - $418.66 $762 - $837
2 Added 0.3%
659 $270,000
Q4 2022

Feb 08, 2023
BUY
$374.51 - $409.32 $246,053 - $268,923
657 New
657 $252,000
Q2 2022

Jul 27, 2022
SELL
$366.99 - $458.8 $165,145 - $206,460
-450 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$418.06 - $479.84 $418 - $479
1 Added 0.22%
450 $204,000
Q4 2021

Feb 10, 2022
BUY
$430.29 - $479.53 $193,200 - $215,308
449 New
449 $214,000

Others Institutions Holding IVV

# of Institutions
3,249
Shares Held
623M
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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