Olio Financial Planning Ishares Core S&P 500 ETF Transaction History

Olio Financial Planning

$284 Million
Q4 2024

A detailed history of Olio Financial Planning transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Olio Financial Planning holds 749 shares of IVV stock, worth $425,439. This represents 0.15% of its overall portfolio holdings.

Number of Shares

749

Previous 918 18.41%

Holding current value

$425,439

Previous $529,000 16.82%

% of portfolio

0.15%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$570.51 - $610.59 $96,416 - $103,189	-169 Reduced 18.41%	749 $440,000
Q3 2023 Oct 19, 2023	BUY	$427.76 - $460.18 $1,283 - $1,380	3 Added 0.33%	918 $394,000
Q2 2023 Jul 13, 2023	BUY	$406.17 - $445.71 $39,398 - $43,233	97 Added 11.86%	915 $407,000
Q1 2023 Apr 11, 2023	BUY	$381.13 - $418.66 $74,320 - $81,638	195 Added 31.3%	818 $336,000
Q2 2022 Jul 15, 2022	BUY	$366.99 - $458.8 $13,211 - $16,516	36 Added 6.13%	623 $236,000
Q1 2022 Apr 21, 2022	SELL	$418.06 - $479.84 $18,812 - $21,592	-45 Reduced 7.12%	587 $266,000
Q4 2021 Jan 31, 2022	BUY	$430.29 - $479.53 $271,943 - $303,062	632 New	632 $301,000

Others Institutions Holding IVV

# of Institutions

3,872

Shares Held

762M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Olio Financial Planning Ishares Core S&P 500 ETF Transaction History