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 $9.39 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

16,575

Previous 15,887 4.33%

Holding current value

$9.39 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

3,873

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

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