Mowery & Schoenfeld Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 948 shares of IVV stock, worth $562,476. This represents 0.86% of its overall portfolio holdings.

Number of Shares
948
Previous 935 1.39%
Holding current value
$562,476
Previous $512 Million 6.87%
% of portfolio
0.86%
Previous 0.73%

Shares

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

Oct 22, 2024
BUY
$520.18 - $576.82 $6,762 - $7,498
13 Added 1.39%
948 $547 Million
Q1 2024

May 14, 2024
SELL
$469.56 - $525.73 $350,761 - $392,720
-747 Reduced 44.41%
935 $492 Million
Q4 2023

May 14, 2024
BUY
$412.55 - $479.0 $693,909 - $805,678
1,682 New
1,682 $803 Million

Others Institutions Holding IVV

# of Institutions
3,448
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
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