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

Mosaic Financial Group, LLC

  • $141 Million
  • Q3 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 22,608 shares of IVV stock, worth $13.5 Million. This represents 9.26% of its overall portfolio holdings.

Number of Shares
22,608
Previous 22,535 0.32%
Holding current value
$13.5 Million
Previous $12.3 Million 5.75%
% of portfolio
9.26%
Previous 8.86%

Shares

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

Nov 15, 2024
BUY
$520.18 - $576.82 $37,973 - $42,107
73 Added 0.32%
22,608 $13 Million
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
3,450
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
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email