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

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 1,496 shares of IVV stock, worth $903,224. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,374 8.88%
Holding current value
$903,224
Previous $751,000 14.78%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024
BUY
$520.18 - $576.82 $63,461 - $70,372
122 Added 8.88%
1,496 $862,000
Q1 2024

Apr 23, 2024
BUY
$469.56 - $525.73 $14,086 - $15,771
30 Added 2.23%
1,374 $722,000
Q4 2023

Feb 05, 2024
BUY
$412.55 - $479.0 $90,348 - $104,901
219 Added 19.47%
1,344 $641,000
Q3 2023

Nov 01, 2023
SELL
$427.76 - $460.18 $30,798 - $33,132
-72 Reduced 6.02%
1,125 $483,000
Q2 2023

Jul 31, 2023
SELL
$406.17 - $445.71 $31,681 - $34,765
-78 Reduced 6.12%
1,197 $533,000
Q4 2022

Feb 02, 2023
SELL
$357.98 - $409.32 $13,245 - $15,144
-37 Reduced 2.82%
1,275 $489,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $6,097 - $7,344
-17 Reduced 1.28%
1,312 $471,000
Q1 2022

May 12, 2022
BUY
$418.06 - $479.84 $63,545 - $72,935
152 Added 12.91%
1,329 $603,000
Q4 2021

Feb 11, 2022
BUY
$430.29 - $479.53 $20,653 - $23,017
48 Added 4.25%
1,177 $561,000
Q3 2021

Nov 16, 2021
BUY
$426.8 - $455.27 $13,657 - $14,568
32 Added 2.92%
1,129 $486,000
Q2 2021

Aug 13, 2021
BUY
$402.08 - $429.92 $1,206 - $1,289
3 Added 0.27%
1,097 $472,000
Q4 2020

Feb 16, 2021
BUY
$327.62 - $375.39 $64,868 - $74,327
198 Added 22.1%
1,094 $411,000
Q3 2020

Nov 16, 2020
SELL
$311.81 - $359.24 $139,379 - $160,580
-447 Reduced 33.28%
896 $301,000
Q1 2020

May 13, 2020
SELL
$224.65 - $339.88 $112,100 - $169,600
-499 Reduced 27.09%
1,343 $347,000
Q4 2019

Feb 04, 2020
BUY
$289.63 - $324.32 $8,399 - $9,405
29 Added 1.6%
1,842 $595,000
Q3 2019

Nov 05, 2019
BUY
$285.57 - $303.77 $11,422 - $12,150
40 Added 2.26%
1,813 $541,000
Q2 2019

Nov 05, 2019
BUY
$276.38 - $296.02 $14,095 - $15,097
51 Added 2.96%
1,773 $523,000
Q1 2019

Oct 30, 2019
BUY
$245.43 - $286.57 $1,227 - $1,432
5 Added 0.29%
1,722 $490,000
Q4 2018

Oct 11, 2019
BUY
$236.09 - $293.95 $405,366 - $504,712
1,717 New
1,717 $432,000

Others Institutions Holding IVV

# of Institutions
3,445
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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