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

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 887 shares of IVV stock, worth $530,115. This represents 0.26% of its overall portfolio holdings.

Number of Shares

887

Previous 902 1.66%

Holding current value

$530,115

Previous $493 Million 3.65%

% of portfolio

0.26%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$520.18 - $576.82 $7,802 - $8,652	-15 Reduced 1.66%	887 $512 Million
Q2 2024 Jul 16, 2024	BUY	$497.53 - $549.64 $23,383 - $25,833	47 Added 5.5%	902 $493 Million
Q1 2024 Apr 30, 2024	SELL	$469.56 - $525.73 $13,147 - $14,720	-28 Reduced 3.17%	855 $449 Million
Q4 2023 Jan 24, 2024	SELL	$412.55 - $479.0 $12,376 - $14,370	-30 Reduced 3.29%	883 $422 Million
Q3 2023 Oct 20, 2023	SELL	$427.76 - $460.18 $6,416 - $6,902	-15 Reduced 1.62%	913 $392 Million
Q2 2023 Jul 25, 2023	SELL	$406.17 - $445.71 $13,809 - $15,154	-34 Reduced 3.53%	928 $414 Million
Q1 2023 May 15, 2023	SELL	$381.13 - $418.66 $6,479 - $7,117	-17 Reduced 1.74%	962 $395 Million
Q4 2022 Feb 09, 2023	BUY	$357.98 - $409.32 $350,462 - $400,724	979 New	979 $376 Million

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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