Panoramic Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,183 shares of IVV stock, worth $2.5 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
4,183
Previous 3,906 7.09%
Holding current value
$2.5 Million
Previous $2.05 Billion 17.51%
% of portfolio
1.67%
Previous 1.51%

Shares

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

Oct 31, 2024
BUY
$520.18 - $576.82 $144,089 - $159,779
277 Added 7.09%
4,183 $2.41 Billion
Q1 2024

Apr 18, 2024
BUY
$469.56 - $525.73 $87,807 - $98,311
187 Added 5.03%
3,906 $2.05 Billion
Q4 2023

Jan 23, 2024
BUY
$412.55 - $479.0 $30,116 - $34,967
73 Added 2.0%
3,719 $1.78 Billion
Q3 2023

Nov 15, 2023
BUY
$427.76 - $460.18 $158,698 - $170,726
371 Added 11.33%
3,646 $1.57 Billion
Q4 2022

Mar 01, 2023
BUY
$357.98 - $409.32 $1.17 Million - $1.34 Million
3,275 New
3,275 $1.26 Billion

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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