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

Maxwell Wealth Strategies Inc.

  • $235 Billion
  • Q3 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 41,837 shares of IVV stock, worth $24.8 Million. This represents 10.3% of its overall portfolio holdings.

Number of Shares
41,837
Previous 35,516 17.8%
Holding current value
$24.8 Million
Previous $19.4 Billion 24.74%
% of portfolio
10.3%
Previous 9.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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

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