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

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,357 shares of IVV stock, worth $826,955. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,357

Previous 1,342 1.12%

Holding current value

$826,955

Previous $774 Million 3.19%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $8,557 - $9,158	15 Added 1.12%	1,357 $799 Million
Q3 2024 Nov 06, 2024	SELL	$520.18 - $576.82 $323,551 - $358,782	-622 Reduced 31.67%	1,342 $774 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $995 - $1,099	2 Added 0.1%	1,964 $1.07 Billion
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $128,189 - $143,524	273 Added 16.16%	1,962 $1.03 Billion
Q4 2023 Feb 13, 2024	SELL	$412.55 - $479.0 $6,600 - $7,664	-16 Reduced 0.94%	1,689 $807 Million
Q3 2023 Feb 02, 2024	SELL	$427.76 - $460.18 $56.6 Million - $60.9 Million	-132,369 Reduced 98.73%	1,705 $732 Million
Q2 2023 Feb 02, 2024	BUY	$406.17 - $445.71 $53.5 Million - $58.7 Million	131,738 Added 5639.47%	134,074 $927 Million
Q1 2023 Feb 02, 2024	BUY	$381.13 - $418.66 $15,245 - $16,746	40 Added 1.74%	2,336 $960 Million
Q4 2022 Jan 02, 2024	BUY	$357.98 - $409.32 $821,922 - $939,798	2,296 New	2,296 $882 Million

Others Institutions Holding IVV

# of Institutions

3,625

Shares Held

709M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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