Novak & Powell Financial Services, Inc. Ishares Core S&P 500 ETF Transaction History

Novak & Powell Financial Services, Inc.

$172 Billion
Q3 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 1,015 shares of IVV stock, worth $612,816. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,015

Previous 1,132 10.34%

Holding current value

$612,816

Previous $619 Million 5.43%

% of portfolio

0.34%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $60,861 - $67,487	-117 Reduced 10.34%	1,015 $586 Million
Q2 2024 Aug 15, 2024	BUY	$497.53 - $549.64 $213,440 - $235,795	429 Added 61.02%	1,132 $619 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $122,085 - $136,689	260 Added 58.69%	703 $370 Million
Q4 2023 Feb 21, 2024	BUY	$412.55 - $479.0 $182,759 - $212,197	443 New	443 $210 Million

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Novak & Powell Financial Services, Inc. Ishares Core S&P 500 ETF Transaction History