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

Maxwell Wealth Strategies Inc.

  • $204 Billion
  • Q2 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 35,516 shares of IVV stock, worth $20.4 Million. This represents 9.52% of its overall portfolio holdings.

Number of Shares
35,516
Previous 36,525 2.76%
Holding current value
$20.4 Million
Previous $19.2 Billion 1.29%
% of portfolio
9.52%
Previous 9.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,324
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email