A detailed history of Paulson Wealth Management Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 4,986 shares of IVV stock, worth $2.93 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
4,986
Previous 4,906 1.63%
Holding current value
$2.93 Million
Previous $2.68 Million 7.15%
% of portfolio
0.78%
Previous 0.79%

Shares

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

Nov 05, 2024

BUY
$520.18 - $576.82 $41,614 - $46,145
80 Added 1.63%
4,986 $2.88 Million
Q2 2024

Jul 25, 2024

BUY
$497.53 - $549.64 $33,334 - $36,825
67 Added 1.38%
4,906 $2.68 Million
Q1 2024

May 03, 2024

SELL
$469.56 - $525.73 $14,086 - $15,771
-30 Reduced 0.62%
4,839 $2.54 Million
Q4 2023

Feb 13, 2024

BUY
$412.55 - $479.0 $26,403 - $30,656
64 Added 1.33%
4,869 $2.33 Million
Q3 2023

Nov 01, 2023

BUY
$427.76 - $460.18 $11,977 - $12,885
28 Added 0.59%
4,805 $2.06 Million
Q2 2023

Aug 01, 2023

BUY
$406.17 - $445.71 $69,048 - $75,770
170 Added 3.69%
4,777 $2.13 Million
Q1 2023

May 09, 2023

BUY
$381.13 - $418.66 $242,017 - $265,849
635 Added 15.99%
4,607 $1.89 Million
Q4 2022

Jan 26, 2023

BUY
$357.98 - $409.32 $8,591 - $9,823
24 Added 0.61%
3,972 $0
Q3 2022

Nov 02, 2022

BUY
$358.65 - $432.04 $8,966 - $10,801
25 Added 0.64%
3,948 $1.42 Million
Q2 2022

Aug 05, 2022

BUY
$366.99 - $458.8 $18,716 - $23,398
51 Added 1.32%
3,923 $1.49 Million
Q1 2022

May 02, 2022

SELL
$418.06 - $479.84 $182,692 - $209,690
-437 Reduced 10.14%
3,872 $1.76 Million
Q4 2021

Jan 28, 2022

BUY
$430.29 - $479.53 $36,574 - $40,760
85 Added 2.01%
4,309 $2.06 Million
Q3 2021

Oct 22, 2021

SELL
$426.8 - $455.27 $1,707 - $1,821
-4 Reduced 0.09%
4,224 $1.82 Million
Q2 2021

Jul 26, 2021

BUY
$402.08 - $429.92 $195,812 - $209,371
487 Added 13.02%
4,228 $1.82 Million
Q1 2021

Apr 30, 2021

BUY
$370.22 - $398.75 $13,327 - $14,355
36 Added 0.97%
3,741 $1.56 Million
Q4 2020

Feb 05, 2021

SELL
$327.62 - $375.39 $3,931 - $4,504
-12 Reduced 0.32%
3,705 $1.39 Million
Q3 2020

Oct 14, 2020

SELL
$311.81 - $359.24 $25,880 - $29,816
-83 Reduced 2.18%
3,717 $1.25 Million
Q2 2020

Jul 17, 2020

SELL
$246.8 - $324.4 $16,782 - $22,059
-68 Reduced 1.76%
3,800 $1.18 Million
Q1 2020

Apr 29, 2020

SELL
$224.65 - $339.88 $606,105 - $916,996
-2,698 Reduced 41.09%
3,868 $1.08 Million
Q4 2019

Jan 21, 2020

SELL
$289.63 - $324.32 $474,703 - $531,560
-1,639 Reduced 19.98%
6,566 $2.19 Million
Q3 2019

Oct 30, 2019

BUY
$285.57 - $303.77 $1,713 - $1,822
6 Added 0.07%
8,205 $2.45 Million
Q2 2019

Jul 30, 2019

SELL
$276.38 - $296.02 $46,155 - $49,435
-167 Reduced 2.0%
8,199 $2.47 Million
Q1 2019

Apr 24, 2019

BUY
$245.43 - $286.57 $566,943 - $661,976
2,310 Added 38.14%
8,366 $2.38 Million
Q4 2018

Jan 23, 2019

SELL
$236.09 - $293.95 $47,690 - $59,377
-202 Reduced 3.23%
6,056 $1.6 Million
Q3 2018

Oct 26, 2018

BUY
$272.73 - $295.76 $83,728 - $90,798
307 Added 5.16%
6,258 $1.72 Million
Q2 2018

Aug 01, 2018

SELL
$259.21 - $280.89 $77,503 - $83,986
-299 Reduced 4.78%
5,951 $1.63 Million
Q1 2018

May 02, 2018

SELL
$259.62 - $288.66 $44,135 - $49,072
-170 Reduced 2.65%
6,250 $1.66 Million
Q4 2017

Mar 01, 2018

BUY
$253.97 - $271.47 $1.63 Million - $1.74 Million
6,420
6,420 $1.73 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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