Moulton Wealth Management, Inc Ishares Core S&P 500 ETF Transaction History

Moulton Wealth Management, Inc

  • $107 Million
  • Q2 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 376 shares of IVV stock, worth $207,762. This represents 0.19% of its overall portfolio holdings.

Number of Shares
376
Holding current value
$207,762
% of portfolio
0.19%

Shares

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

Jul 16, 2024
BUY
$497.53 - $549.64 $187,071 - $206,664
376 New
376 $205,000
Q4 2023

Jan 10, 2024
BUY
$412.55 - $479.0 $173,683 - $201,659
421 New
421 $201,000
Q1 2022

Apr 19, 2022
BUY
$418.06 - $479.84 $836 - $959
2 Added 0.45%
450 $205,000
Q4 2021

Jan 12, 2022
BUY
$430.29 - $479.53 $192,769 - $214,829
448 New
448 $215,000
Q3 2021

Oct 12, 2021
SELL
$426.8 - $455.27 $448,993 - $478,944
-1,052 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
$402.08 - $429.92 $1.57 Million - $1.68 Million
-3,904 Reduced 78.77%
1,052 $452,000
Q1 2021

Apr 08, 2021
SELL
$370.22 - $398.75 $3.73 Million - $4.02 Million
-10,084 Reduced 67.05%
4,956 $2.02 Million
Q4 2020

Jan 12, 2021
BUY
$327.62 - $375.39 $4.93 Million - $5.65 Million
15,040 New
15,040 $5.72 Million
Q1 2020

Apr 13, 2020
SELL
$224.65 - $339.88 $676,645 - $1.02 Million
-3,012 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
$289.63 - $324.32 $872,365 - $976,851
3,012 New
3,012 $975,000

Others Institutions Holding IVV

# of Institutions
3,320
Shares Held
658M
Call Options Held
715K
Put Options Held
951K
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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