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

Muirfield Wealth Advisors LLC

$121 Billion
Q4 2024

A detailed history of Muirfield Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Muirfield Wealth Advisors LLC holds 2,035 shares of IVV stock, worth $1.25 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

2,035

Previous 1,677 21.35%

Holding current value

$1.25 Million

Previous $967 Million 23.87%

% of portfolio

0.99%

Previous 0.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $204,242 - $218,591	358 Added 21.35%	2,035 $1.2 Billion
Q3 2024 Oct 11, 2024	SELL	$520.18 - $576.82 $70,744 - $78,447	-136 Reduced 7.5%	1,677 $967 Million
Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $22,886 - $25,283	46 Added 2.6%	1,813 $992 Million
Q1 2024 Apr 22, 2024	BUY	$469.56 - $525.73 $32,869 - $36,801	70 Added 4.12%	1,767 $929 Million
Q4 2023 Mar 14, 2024	BUY	$412.55 - $479.0 $700,097 - $812,863	1,697 New	1,697 $811 Million

Others Institutions Holding IVV

# of Institutions

3,789

Shares Held

736M

Call Options Held

1.58M

Put Options Held

1.53M

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 Muirfield Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Muirfield Wealth Advisors LLC with notifications on news.

Account

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