Monumental Financial Group Inc. Ishares Core S&P 500 ETF Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

A detailed history of Monumental Financial Group Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Monumental Financial Group Inc. holds 55,699 shares of IVV stock, worth $33 Million. This represents 11.95% of its overall portfolio holdings.

Number of Shares

55,699

Previous 50,729 9.8%

Holding current value

$33 Million

Previous $27.8 Million 15.73%

% of portfolio

11.95%

Previous 12.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$520.18 - $576.82 $2.59 Million - $2.87 Million	4,970 Added 9.8%	55,699 $32.1 Million
Q2 2024 Aug 05, 2024	BUY	$497.53 - $549.64 $2.89 Million - $3.19 Million	5,808 Added 12.93%	50,729 $27.8 Million
Q1 2024 Apr 16, 2024	BUY	$469.56 - $525.73 $2.43 Million - $2.72 Million	5,170 Added 13.01%	44,921 $23.6 Million
Q4 2023 Feb 05, 2024	BUY	$412.55 - $479.0 $1.1 Million - $1.28 Million	2,672 Added 7.21%	39,751 $19 Million
Q3 2023 Oct 13, 2023	BUY	$427.76 - $460.18 $1.46 Million - $1.57 Million	3,416 Added 10.15%	37,079 $15.9 Million
Q2 2023 Jul 11, 2023	BUY	$406.17 - $445.71 $22,745 - $24,959	56 Added 0.17%	33,663 $15 Million
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $48,403 - $53,169	127 Added 0.38%	33,607 $13.8 Million
Q4 2022 Jan 30, 2023	SELL	$357.98 - $409.32 $5.98 Million - $6.84 Million	-16,707 Reduced 33.29%	33,480 $12.9 Million
Q3 2022 Oct 13, 2022	BUY	$358.65 - $432.04 $3.06 Million - $3.69 Million	8,543 Added 20.51%	50,187 $18 Million
Q2 2022 Jul 28, 2022	SELL	$366.99 - $458.8 $2.59 Million - $3.23 Million	-7,050 Reduced 14.48%	41,644 $15.8 Million
Q1 2022 May 11, 2022	BUY	$418.06 - $479.84 $590,718 - $678,013	1,413 Added 2.99%	48,694 $22.1 Million
Q4 2021 Feb 07, 2022	BUY	$430.29 - $479.53 $533,559 - $594,617	1,240 Added 2.69%	47,281 $22.6 Million
Q3 2021 Oct 18, 2021	BUY	$426.8 - $455.27 $1.66 Million - $1.77 Million	3,879 Added 9.2%	46,041 $19.8 Million
Q2 2021 Aug 12, 2021	BUY	$402.08 - $429.92 $16.2 Million - $17.4 Million	40,394 Added 2284.73%	42,162 $18.1 Million
Q1 2021 May 14, 2021	BUY	$370.22 - $398.75 $654,548 - $704,990	1,768 New	1,768 $703,000

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

Ticker IVV
Sector ETFs
Industry ETFs

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Monumental Financial Group Inc. Ishares Core S&P 500 ETF Transaction History