A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 2,460 shares of IVV stock, worth $1.48 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,460
Previous 2,069 18.9%
Holding current value
$1.48 Million
Previous $1.13 Million 25.27%
% of portfolio
0.34%
Previous 0.29%

Shares

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

Oct 30, 2024

BUY
$520.18 - $576.82 $203,390 - $225,536
391 Added 18.9%
2,460 $1.42 Million
Q2 2024

Jul 19, 2024

BUY
$497.53 - $549.64 $363,694 - $401,786
731 Added 54.63%
2,069 $1.13 Million
Q4 2023

Jan 10, 2024

BUY
$412.55 - $479.0 $348,192 - $404,276
844 Added 170.85%
1,338 $639,000
Q3 2023

Oct 10, 2023

BUY
$427.76 - $460.18 $2,566 - $2,761
6 Added 1.23%
494 $212,000
Q1 2023

Apr 21, 2023

BUY
$381.13 - $418.66 $185,991 - $204,306
488 New
488 $200,000
Q2 2022

Jul 19, 2022

SELL
$366.99 - $458.8 $1,100 - $1,376
-3 Reduced 0.48%
619 $235,000
Q1 2022

Apr 27, 2022

BUY
$418.06 - $479.84 $1,254 - $1,439
3 Added 0.48%
622 $281,000
Q4 2021

Jan 21, 2022

BUY
$430.29 - $479.53 $266,349 - $296,829
619 New
619 $295,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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