My Legacy Advisors, LLC Ishares Core S&P 500 ETF Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 16,575 shares of IVV stock, worth $9.61 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

16,575

Previous 15,887 4.33%

Holding current value

$9.61 Million

Previous $9.16 Million 6.48%

% of portfolio

3.87%

Previous 3.68%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$570.51 - $610.59 $392,510 - $420,085	688 Added 4.33%	16,575 $9.76 Million
Q3 2024 Oct 21, 2024	SELL	$520.18 - $576.82 $2.63 Million - $2.92 Million	-5,064 Reduced 24.17%	15,887 $9.16 Million
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $839,830 - $927,792	1,688 Added 8.76%	20,951 $11.5 Million
Q1 2024 Jul 25, 2024	SELL	$469.56 - $525.73 $319,770 - $358,022	-681 Reduced 3.25%	20,270 $10.7 Million
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $1.3 Million - $1.51 Million	3,158 Added 19.61%	19,263 $9.2 Million
Q3 2023 Oct 20, 2023	BUY	$427.76 - $460.18 $339,213 - $364,922	793 Added 5.18%	16,105 $6.92 Million
Q2 2023 Jul 14, 2023	BUY	$406.17 - $445.71 $1.14 Million - $1.25 Million	2,796 Added 22.34%	15,312 $6.82 Million
Q1 2023 Apr 11, 2023	BUY	$381.13 - $418.66 $266,791 - $293,062	700 Added 5.92%	12,516 $5.15 Million
Q4 2022 Feb 07, 2023	BUY	$357.98 - $409.32 $986,592 - $1.13 Million	2,756 Added 30.42%	11,816 $4.54 Million
Q3 2022 Oct 17, 2022	BUY	$358.65 - $432.04 $1.12 Million - $1.35 Million	3,114 Added 52.37%	9,060 $3.25 Million
Q2 2022 Jul 12, 2022	BUY	$366.99 - $458.8 $689,941 - $862,544	1,880 Added 46.24%	5,946 $2.3 Million
Q1 2022 Apr 07, 2022	BUY	$418.06 - $479.84 $1.7 Million - $1.95 Million	4,066 New	4,066 $1.85 Million

Others Institutions Holding IVV

# of Institutions

3,849

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

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My Legacy Advisors, LLC Ishares Core S&P 500 ETF Transaction History