Minich Mac Gregor Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 15,632 shares of IVV stock, worth $8.72 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
15,632
Previous 15,776 0.91%
Holding current value
$8.72 Million
Previous $9.1 Million 1.13%
% of portfolio
2.01%
Previous 2.05%

Shares

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

Jan 17, 2025
SELL
$570.51 - $610.59 $82,153 - $87,924
-144 Reduced 0.91%
15,632 $9.2 Million
Q3 2024

Oct 30, 2024
SELL
$520.18 - $576.82 $241,883 - $268,221
-465 Reduced 2.86%
15,776 $9.1 Million
Q2 2024

Jul 25, 2024
SELL
$497.53 - $549.64 $244,784 - $270,422
-492 Reduced 2.94%
16,241 $8.89 Million
Q1 2024

Apr 16, 2024
SELL
$469.56 - $525.73 $77,946 - $87,271
-166 Reduced 0.98%
16,733 $8.8 Million
Q4 2023

Feb 08, 2024
BUY
$412.55 - $479.0 $5.21 Million - $6.04 Million
12,620 Added 294.93%
16,899 $8.07 Million
Q3 2023

Oct 16, 2023
SELL
$427.76 - $460.18 $10,694 - $11,504
-25 Reduced 0.58%
4,279 $1.84 Million
Q2 2023

Jul 13, 2023
BUY
$406.17 - $445.71 $1.75 Million - $1.92 Million
4,304 New
4,304 $1.92 Million
Q4 2022

Jan 09, 2023
BUY
$357.98 - $409.32 $23,984 - $27,424
67 New
67 $0
Q2 2021

Aug 02, 2021
SELL
$402.08 - $429.92 $235,216 - $251,503
-585 Closed
0 $0
Q1 2021

Apr 27, 2021
SELL
$370.22 - $398.75 $8.13 Million - $8.76 Million
-21,971 Reduced 97.41%
585 $232,000
Q4 2020

Jan 19, 2021
BUY
$327.62 - $375.39 $5.67 Million - $6.5 Million
17,316 Added 330.46%
22,556 $8.47 Million
Q3 2020

Oct 14, 2020
BUY
$311.81 - $359.24 $545,667 - $628,670
1,750 Added 50.14%
5,240 $1.76 Million
Q2 2020

Aug 05, 2020
SELL
$246.8 - $324.4 $191,763 - $252,058
-777 Reduced 18.21%
3,490 $1.08 Million
Q1 2020

Apr 21, 2020
SELL
$224.65 - $339.88 $363,933 - $550,605
-1,620 Reduced 27.52%
4,267 $1.19 Million
Q4 2019

Jan 13, 2020
SELL
$289.63 - $324.32 $26,356 - $29,513
-91 Reduced 1.52%
5,887 $1.9 Million
Q3 2019

Oct 21, 2019
BUY
$285.57 - $303.77 $1.71 Million - $1.82 Million
5,978 New
5,978 $1.78 Million

Others Institutions Holding IVV

# of Institutions
3,888
Shares Held
757M
Call Options Held
1.94M
Put Options Held
2.31M
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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