Marks Group Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 1,811 shares of IVV stock, worth $1.07 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,811

Previous 1,667 8.64%

Holding current value

$1.07 Million

Previous $912,000 14.47%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$520.18 - $576.82 $74,905 - $83,062	144 Added 8.64%	1,811 $1.04 Million
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $62,191 - $68,705	125 Added 8.11%	1,667 $912,000
Q1 2024 Apr 29, 2024	SELL	$469.56 - $525.73 $162,467 - $181,902	-346 Reduced 18.33%	1,542 $810,000
Q4 2023 Feb 01, 2024	BUY	$412.55 - $479.0 $778,894 - $904,352	1,888 New	1,888 $901,000
Q1 2022 May 10, 2022	SELL	$418.06 - $479.84 $17.7 Million - $20.3 Million	-42,369 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$430.29 - $479.53 $843,368 - $939,878	-1,960 Reduced 4.42%	42,369 $20,000
Q3 2021 Nov 15, 2021	SELL	$426.8 - $455.27 $475,455 - $507,170	-1,114 Reduced 2.45%	44,329 $19.1 Million
Q2 2021 Aug 10, 2021	BUY	$402.08 - $429.92 $8.48 Million - $9.07 Million	21,094 Added 86.63%	45,443 $19.5 Million
Q1 2021 May 17, 2021	SELL	$370.22 - $398.75 $3.89 Million - $4.19 Million	-10,509 Reduced 30.15%	24,349 $9.69 Million
Q4 2020 Feb 08, 2021	SELL	$327.62 - $375.39 $288,960 - $331,093	-882 Reduced 2.47%	34,858 $13.1 Million
Q3 2020 Nov 10, 2020	BUY	$311.81 - $359.24 $10.8 Million - $12.4 Million	34,626 Added 3108.26%	35,740 $12 Million
Q2 2020 Aug 10, 2020	SELL	$246.8 - $324.4 $120,685 - $158,631	-489 Reduced 30.51%	1,114 $345,000
Q1 2020 Apr 23, 2020	BUY	$224.65 - $339.88 $360,113 - $544,827	1,603 New	1,603 $414,000

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

Marks Group Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History