Monograph Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Monograph Wealth Advisors, LLC

  • $690 Million
  • Q1 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,837 shares of IVV stock, worth $2.9 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,837
Previous 4,837 -0.0%
Holding current value
$2.9 Million
Previous $2.85 Million 4.57%
% of portfolio
0.39%
Previous 0.4%

Shares

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

Nov 14, 2024
BUY
$520.18 - $576.82 $1.77 Million - $1.96 Million
3,400 Added 236.6%
4,837 $2.79 Million
Q2 2023

Aug 11, 2023
SELL
$406.17 - $445.71 $23,557 - $25,851
-58 Reduced 3.88%
1,437 $640,000
Q1 2023

May 09, 2023
BUY
$381.13 - $418.66 $282,417 - $310,227
741 Added 98.28%
1,495 $614,000
Q4 2021

Feb 10, 2022
BUY
$430.29 - $479.53 $324,438 - $361,565
754 New
754 $360,000

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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