A detailed history of Marion Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marion Wealth Management holds 1,370 shares of IVV stock, worth $786,105. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,370
Previous 1,884 27.28%
Holding current value
$786,105
Previous $990,000 24.34%
% of portfolio
0.22%
Previous 0.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

SELL
$497.53 - $549.64 $255,730 - $282,514
-514 Reduced 27.28%
1,370 $749,000
Q1 2024

Apr 08, 2024

SELL
$469.56 - $525.73 $15,025 - $16,823
-32 Reduced 1.67%
1,884 $990,000
Q4 2023

Jan 10, 2024

SELL
$412.55 - $479.0 $22,277 - $25,866
-54 Reduced 2.74%
1,916 $915,000
Q3 2023

Oct 18, 2023

BUY
$427.76 - $460.18 $254,089 - $273,346
594 Added 43.17%
1,970 $845,000
Q1 2023

Apr 24, 2023

SELL
$381.13 - $418.66 $221,055 - $242,822
-580 Reduced 29.65%
1,376 $565,000
Q4 2022

Jan 19, 2023

BUY
$357.98 - $409.32 $57,276 - $65,491
160 Added 8.91%
1,956 $0
Q3 2022

Nov 10, 2022

BUY
$358.65 - $432.04 $125,527 - $151,214
350 Added 24.2%
1,796 $644,000
Q2 2022

Jul 27, 2022

SELL
$366.99 - $458.8 $179,091 - $223,894
-488 Reduced 25.23%
1,446 $548,000
Q1 2022

Apr 08, 2022

BUY
$418.06 - $479.84 $412,207 - $473,122
986 Added 104.01%
1,934 $877,000
Q4 2021

Feb 14, 2022

BUY
$430.29 - $479.53 $407,914 - $454,594
948 New
948 $452,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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