A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 7,133 shares of IVV stock, worth $4.18 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
7,133
Previous 8,590 16.96%
Holding current value
$4.18 Million
Previous $4.7 Billion 12.48%
% of portfolio
3.25%
Previous 4.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$520.18 - $576.82 $757,902 - $840,426
-1,457 Reduced 16.96%
7,133 $4.11 Billion
Q2 2024

Oct 23, 2024

BUY
$497.53 - $549.64 $4.27 Million - $4.72 Million
8,590 New
8,590 $4.7 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Merkkuri Wealth Advisors LLC Portfolio

Follow Merkkuri Wealth Advisors LLC 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 Merkkuri Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merkkuri Wealth Advisors LLC with notifications on news.