Napa Wealth Management Ishares Core S&P 500 ETF Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 3,977 shares of IVV stock, worth $2.38 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
3,977
Previous 3,979 0.05%
Holding current value
$2.38 Million
Previous $2.18 Billion 5.34%
% of portfolio
1.09%
Previous 1.47%

Shares

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

Nov 07, 2024
SELL
$520.18 - $576.82 $1,040 - $1,153
-2 Reduced 0.05%
3,977 $2.29 Billion
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $54,728 - $60,460
110 Added 2.84%
3,979 $2.18 Billion
Q1 2024

Aug 14, 2024
SELL
$469.56 - $525.73 $123,963 - $138,792
-264 Reduced 6.39%
3,869 $2.03 Billion
Q4 2023

Feb 22, 2024
BUY
$412.55 - $479.0 $1.71 Million - $1.98 Million
4,133 New
4,133 $1.97 Billion

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
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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