Mosley Wealth Management Ishares Core S&P 500 ETF Transaction History

Mosley Wealth Management

$161 Billion
Q4 2024

A detailed history of Mosley Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mosley Wealth Management holds 23,634 shares of IVV stock, worth $14.2 Million. This represents 8.85% of its overall portfolio holdings.

Number of Shares

23,634

Previous 22,287 6.04%

Holding current value

$14.2 Million

Previous $13.1 Billion 9.36%

% of portfolio

8.85%

Previous 8.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $768,476 - $822,464	1,347 Added 6.04%	23,634 $14.3 Billion
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $580,520 - $643,731	-1,116 Reduced 4.77%	22,287 $13.1 Billion
Q2 2024 Aug 06, 2024	BUY	$497.53 - $549.64 $439,318 - $485,332	883 Added 3.92%	23,403 $12.8 Billion
Q1 2024 Apr 15, 2024	SELL	$469.56 - $525.73 $2.22 Million - $2.49 Million	-4,736 Reduced 17.38%	22,520 $11.8 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $11.2 Million - $13.1 Million	27,256 New	27,256 $13 Billion

Others Institutions Holding IVV

# of Institutions

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosley Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mosley Wealth Management with notifications on news.

Account

Mosley Wealth Management Ishares Core S&P 500 ETF Transaction History