Perfromance Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,464 shares of IVV stock, worth $874,959. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,464
Previous 1,638 10.62%
Holding current value
$874,959
Previous $896,000 5.8%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 10, 2024
SELL
$520.18 - $576.82 $90,511 - $100,366
-174 Reduced 10.62%
1,464 $844,000
Q2 2024

Jul 19, 2024
BUY
$497.53 - $549.64 $12,935 - $14,290
26 Added 1.61%
1,638 $896,000
Q1 2024

Apr 30, 2024
SELL
$469.56 - $525.73 $211,771 - $237,104
-451 Reduced 21.86%
1,612 $847,000
Q4 2023

Jan 22, 2024
SELL
$412.55 - $479.0 $61,469 - $71,371
-149 Reduced 6.74%
2,063 $985,000
Q2 2023

Jul 13, 2023
SELL
$406.17 - $445.71 $8,123 - $8,914
-20 Reduced 0.9%
2,212 $985,000
Q1 2023

Apr 20, 2023
SELL
$381.13 - $418.66 $78,131 - $85,825
-205 Reduced 8.41%
2,232 $917,000
Q4 2022

Jan 19, 2023
BUY
$357.98 - $409.32 $59,782 - $68,356
167 Added 7.36%
2,437 $0
Q1 2022

Apr 21, 2022
BUY
$418.06 - $479.84 $28,846 - $33,108
69 Added 3.13%
2,270 $1.03 Million
Q4 2021

Feb 03, 2022
BUY
$430.29 - $479.53 $947,068 - $1.06 Million
2,201 New
2,201 $1.05 Million

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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