Maxwell Wealth Strategies Inc. Ishares Core S&P 500 ETF Transaction History

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 58,378 shares of IVV stock, worth $38.8 Million. This represents 14.03% of its overall portfolio holdings.

Number of Shares
58,378
Previous 41,837 39.54%
Holding current value
$38.8 Million
Previous $24.2 Billion 41.75%
% of portfolio
14.03%
Previous 10.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $9.44 Million - $10.1 Million
16,541 Added 39.54%
58,378 $34.4 Billion
Q3 2024

Nov 06, 2024
BUY
$520.18 - $576.82 $3.29 Million - $3.65 Million
6,321 Added 17.8%
41,837 $24.2 Billion
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $502,007 - $554,586
-1,009 Reduced 2.76%
35,516 $19.4 Billion
Q1 2024

May 31, 2024
SELL
$469.56 - $525.73 $952,737 - $1.07 Million
-2,029 Reduced 5.26%
36,525 $19.2 Billion
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $15.9 Million - $18.5 Million
38,554 New
38,554 $18.4 Billion

Others Institutions Holding IVV

# of Institutions
4,065
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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