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

Marks Group Wealth Management, Inc

$967 Million
Q4 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 1,667 shares of IVV stock, worth $1.02 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,667

Previous 1,811 7.95%

Holding current value

$1.02 Million

Previous $1.04 Million 6.03%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$570.51 - $610.59 $82,153 - $87,924	-144 Reduced 7.95%	1,667 $981,000
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

3,625

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