New Insight Wealth Advisors Ishares Core S&P 500 ETF Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 47,945 shares of IVV stock, worth $28.2 Million. This represents 14.55% of its overall portfolio holdings.

Number of Shares
47,945
Previous 43,671 9.79%
Holding current value
$28.2 Million
Previous $23.9 Billion 15.73%
% of portfolio
14.55%
Previous 14.07%

Shares

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

Nov 13, 2024
BUY
$520.18 - $576.82 $2.22 Million - $2.47 Million
4,274 Added 9.79%
47,945 $27.7 Billion
Q2 2024

Aug 15, 2024
BUY
$497.53 - $549.64 $3.14 Million - $3.46 Million
6,304 Added 16.87%
43,671 $23.9 Billion
Q1 2024

May 08, 2024
BUY
$469.56 - $525.73 $1.43 Million - $1.61 Million
3,055 Added 8.9%
37,367 $19.6 Billion
Q4 2023

May 08, 2024
BUY
$412.55 - $479.0 $14.2 Million - $16.4 Million
34,312 New
34,312 $16.4 Billion

Others Institutions Holding IVV

# of Institutions
3,442
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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