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 44,921 shares of IVV stock, worth $24.8 Million. This represents 13.08% of its overall portfolio holdings.

Number of Shares
44,921
Previous 39,751 13.01%
Holding current value
$24.8 Million
Previous $19 Million 24.39%
% of portfolio
13.08%
Previous 11.77%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$374.51 - $409.32 $6.26 Million - $6.84 Million
-16,707 Reduced 33.29%
33,480 $12.9 Million
Q3 2022

Oct 13, 2022

BUY
$371.42 - $432.04 $3.17 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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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