Montis Financial, LLC Ishares Core S&P 500 ETF Transaction History

Montis Financial, LLC

  • $280 Million
  • Q3 2024

A detailed history of Montis Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Montis Financial, LLC holds 12,926 shares of IVV stock, worth $7.67 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
12,926
Previous 369 3402.98%
Holding current value
$7.67 Million
Previous $201,000 3608.96%
% of portfolio
2.66%
Previous 0.09%

Shares

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

Oct 10, 2024
BUY
$520.18 - $576.82 $6.53 Million - $7.24 Million
12,557 Added 3402.98%
12,926 $7.46 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $183,588 - $202,817
369 New
369 $201,000
Q1 2021

May 04, 2021
SELL
$370.22 - $398.75 $648,995 - $699,008
-1,753 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$327.62 - $375.39 $574,317 - $658,058
1,753 New
1,753 $659,000

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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