Quantum Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 779 shares of IVV stock, worth $470,329. This represents 0.11% of its overall portfolio holdings.

Number of Shares
779
Previous 779 -0.0%
Holding current value
$470,329
Previous $426,000 5.4%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$469.56 - $525.73 $21,599 - $24,183
-46 Reduced 5.58%
779 $409,000
Q4 2023

Jan 08, 2024
BUY
$412.55 - $479.0 $18,977 - $22,034
46 Added 5.91%
825 $394,000
Q3 2023

Nov 29, 2023
SELL
$427.76 - $460.18 $154,849 - $166,585
-362 Reduced 31.73%
779 $334,000
Q2 2023

Aug 10, 2023
BUY
$406.17 - $445.71 $195,367 - $214,386
481 Added 72.88%
1,141 $508,000
Q1 2023

Apr 07, 2023
BUY
$381.13 - $418.66 $251,545 - $276,315
660 New
660 $271,000

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
Track This Portfolio

Track Quantum Financial Advisors, LLC Portfolio

Follow Quantum Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Quantum Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quantum Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email