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

Mosaic Financial Group, LLC

  • $139 Million
  • Q2 2024

A detailed history of Mosaic Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 22,535 shares of IVV stock, worth $13.5 Million. This represents 8.86% of its overall portfolio holdings.

Number of Shares
22,535
Previous 22,092 2.01%
Holding current value
$13.5 Million
Previous $11.6 Million 6.18%
% of portfolio
8.86%
Previous 9.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$497.53 - $549.64 $220,405 - $243,490
443 Added 2.01%
22,535 $12.3 Million
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $10.4 Million - $11.6 Million
22,092 New
22,092 $11.6 Million

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
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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