Neumann Capital Management, LLC Ishares Core S&P 500 ETF Transaction History

Neumann Capital Management, LLC

  • $299 Million
  • Q3 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 685 shares of IVV stock, worth $412,274. This represents 0.13% of its overall portfolio holdings.

Number of Shares
685
Previous 685 -0.0%
Holding current value
$412,274
Previous $374,000 5.61%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$469.56 - $525.73 $93,912 - $105,146
-200 Reduced 22.6%
685 $360,000
Q4 2022

Feb 06, 2023
BUY
$357.98 - $409.32 $30,428 - $34,792
85 Added 10.63%
885 $340,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $5,379 - $6,480
-15 Reduced 1.84%
800 $287,000
Q1 2022

May 09, 2022
BUY
$418.06 - $479.84 $6,270 - $7,197
15 Added 1.88%
815 $370,000
Q3 2017

Nov 14, 2017
BUY
$246.18 - $253.1 $196,944 - $202,480
800
800 $202,000

Others Institutions Holding IVV

# of Institutions
3,445
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
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email