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

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 596,843 shares of IVV stock, worth $351 Million. This represents 11.31% of its overall portfolio holdings.

Number of Shares
596,843
Previous 582,181 2.52%
Holding current value
$351 Million
Previous $319 Billion 8.06%
% of portfolio
11.31%
Previous 11.15%

Shares

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

Oct 09, 2024
BUY
$520.18 - $576.82 $7.63 Million - $8.46 Million
14,662 Added 2.52%
596,843 $344 Billion
Q2 2024

Jul 24, 2024
BUY
$497.53 - $549.64 $34.2 Million - $37.8 Million
68,811 Added 13.4%
582,181 $319 Billion
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $12.4 Million - $13.9 Million
26,489 Added 5.44%
513,370 $270 Billion
Q4 2023

Feb 07, 2024
BUY
$412.55 - $479.0 $201 Million - $233 Million
486,881 New
486,881 $233 Billion

Others Institutions Holding IVV

# of Institutions
3,435
Shares Held
686M
Call Options Held
877K
Put Options Held
735K
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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