Orba Wealth Advisors, L.L.C. Ishares Core S&P 500 ETF Transaction History

Orba Wealth Advisors, L.L.C.

$198 Billion
Q3 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 3,986 shares of IVV stock, worth $2.37 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

3,986

Previous 4,004 0.45%

Holding current value

$2.37 Million

Previous $2.19 Billion 4.93%

% of portfolio

1.16%

Previous 1.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$520.18 - $576.82 $9,363 - $10,382	-18 Reduced 0.45%	3,986 $2.3 Billion
Q2 2024 Jul 16, 2024	BUY	$497.53 - $549.64 $146,273 - $161,594	294 Added 7.92%	4,004 $2.19 Billion
Q1 2024 Apr 30, 2024	SELL	$469.56 - $525.73 $3,756 - $4,205	-8 Reduced 0.22%	3,710 $1.95 Billion
Q4 2023 Feb 12, 2024	BUY	$412.55 - $479.0 $1.53 Million - $1.78 Million	3,718 New	3,718 $1.78 Billion

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Account

Orba Wealth Advisors, L.L.C. Ishares Core S&P 500 ETF Transaction History