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

Precedent Wealth Partners, LLC

  • $306 Billion
  • Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 20,778 shares of IVV stock, worth $12.7 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
20,778
Previous 21,195 1.97%
Holding current value
$12.7 Million
Previous $12.2 Billion 0.05%
% of portfolio
3.99%
Previous 4.03%

Shares

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

Jan 21, 2025
SELL
$570.51 - $610.59 $237,902 - $254,616
-417 Reduced 1.97%
20,778 $12.2 Billion
Q3 2024

Oct 17, 2024
BUY
$520.18 - $576.82 $121,722 - $134,975
234 Added 1.12%
21,195 $12.2 Billion
Q2 2024

Jul 23, 2024
SELL
$497.53 - $549.64 $56,220 - $62,109
-113 Reduced 0.54%
20,961 $11.5 Billion
Q1 2024

Apr 23, 2024
BUY
$469.56 - $525.73 $306,153 - $342,775
652 Added 3.19%
21,074 $11.1 Billion
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $8.43 Million - $9.78 Million
20,422 New
20,422 $9.75 Billion

Others Institutions Holding IVV

# of Institutions
3,500
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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