Oak Hill Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Oak Hill Wealth Advisors, LLC

$406 Billion
Q3 2024

A detailed history of Oak Hill Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 526 shares of IVV stock, worth $317,577. This represents 0.07% of its overall portfolio holdings.

Number of Shares

526

Previous 526 -0.0%

Holding current value

$317,577

Previous $288 Million 5.41%

% of portfolio

0.07%

Previous 0.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $261,700 - $289,110	526 New	526 $288 Million
Q2 2023 Apr 02, 2024	SELL	$406.17 - $445.71 $16,652 - $18,274	-41 Reduced 7.23%	526 $234 Million
Q2 2023 Jul 25, 2023	BUY	$406.17 - $445.71 $213,645 - $234,443	526 New	526 $234 Million
Q4 2022 Apr 02, 2024	BUY	$357.98 - $409.32 $14,677 - $16,782	41 Added 7.79%	567 $218 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $202,974 - $232,084	567 New	567 $218 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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Oak Hill Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History