Moss Adams Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Moss Adams Wealth Advisors LLC

  • $622 Billion
  • Q1 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 817 shares of IVV stock, worth $452,887. This represents 0.07% of its overall portfolio holdings.

Number of Shares
817
Previous 1,356 39.75%
Holding current value
$452,887
Previous $648 Million 33.67%
% of portfolio
0.07%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$469.56 - $525.73 $253,092 - $283,368
-539 Reduced 39.75%
817 $430 Million
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $226,489 - $262,971
549 Added 68.03%
1,356 $648 Million
Q2 2023

Dec 20, 2023
SELL
$406.17 - $445.71 $8,123 - $8,914
-20 Reduced 2.42%
807 $359 Million
Q1 2023

Dec 20, 2023
BUY
$381.13 - $418.66 $9,147 - $10,047
24 Added 2.99%
827 $340 Million
Q4 2022

Dec 20, 2023
BUY
$374.51 - $409.32 $300,731 - $328,683
803 New
803 $308 Million

Others Institutions Holding IVV

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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