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

Quotient Wealth Partners, LLC

  • $2.8 Trillion
  • Q1 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 513,370 shares of IVV stock, worth $281 Million. This represents 9.64% of its overall portfolio holdings.

Number of Shares
513,370
Previous 486,881 5.44%
Holding current value
$281 Million
Previous $233 Billion 16.06%
% of portfolio
9.64%
Previous 9.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,247
Shares Held
624M
Call Options Held
794K
Put Options Held
622K
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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