Opes Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,316 shares of IVV stock, worth $795,772. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,316
Previous 406 224.14%
Holding current value
$795,772
Previous $234,000 230.77%
% of portfolio
0.16%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$570.51 - $610.59 $519,164 - $555,636
910 Added 224.14%
1,316 $774,000
Q2 2024

Aug 05, 2024
BUY
$497.53 - $549.64 $201,997 - $223,153
406 New
406 $222,000
Q2 2023

Aug 02, 2023
BUY
$406.17 - $445.71 $228,267 - $250,489
562 New
562 $250,000

Others Institutions Holding IVV

# of Institutions
3,600
Shares Held
701M
Call Options Held
1.44M
Put Options Held
1.11M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email