Old North State Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Old North State Wealth Management, LLC

  • $179 Billion
  • Q3 2024

A detailed history of Old North State Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 402 shares of IVV stock, worth $240,255. This represents 0.13% of its overall portfolio holdings.

Number of Shares
402
Previous 368 9.24%
Holding current value
$240,255
Previous $202 Million 15.26%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 29, 2024
BUY
$520.18 - $576.82 $17,686 - $19,611
34 Added 9.24%
402 $233 Million
Q2 2024

Oct 29, 2024
SELL
$497.53 - $549.64 $65,176 - $72,002
-131 Reduced 26.25%
368 $202 Million
Q4 2023

Oct 28, 2024
BUY
$412.55 - $479.0 $205,862 - $239,021
499 New
499 $239 Million

Others Institutions Holding IVV

# of Institutions
3,444
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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