Roberts Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 2,144 shares of IVV stock, worth $1.26 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,144
Previous 2,172 1.29%
Holding current value
$1.26 Million
Previous $1.19 Million 4.04%
% of portfolio
0.42%
Previous 0.43%

Shares

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

Oct 15, 2024
SELL
$520.18 - $576.82 $14,565 - $16,150
-28 Reduced 1.29%
2,144 $1.24 Million
Q2 2024

Aug 13, 2024
SELL
$497.53 - $549.64 $2,487 - $2,748
-5 Reduced 0.23%
2,172 $1.19 Million
Q1 2024

Apr 17, 2024
BUY
$469.56 - $525.73 $1.02 Million - $1.14 Million
2,177 New
2,177 $1.14 Million
Q3 2023

Oct 17, 2023
BUY
$427.76 - $460.18 $22,243 - $23,929
52 Added 2.55%
2,094 $899,000
Q2 2023

Jul 12, 2023
SELL
$406.17 - $445.71 $8,123 - $8,914
-20 Reduced 0.97%
2,042 $910,000
Q4 2022

Jan 10, 2023
BUY
$357.98 - $409.32 $5,727 - $6,549
16 Added 0.78%
2,062 $0
Q3 2022

Oct 13, 2022
SELL
$358.65 - $432.04 $12,194 - $14,689
-34 Reduced 1.63%
2,046 $767,000
Q2 2022

Jul 11, 2022
SELL
$366.99 - $458.8 $12,844 - $16,058
-35 Reduced 1.65%
2,080 $813,000
Q1 2022

Apr 12, 2022
SELL
$418.06 - $479.84 $48,494 - $55,661
-116 Reduced 5.2%
2,115 $962,000
Q4 2021

Jan 12, 2022
BUY
$430.29 - $479.53 $6,024 - $6,713
14 Added 0.63%
2,231 $1.07 Million
Q3 2021

Oct 12, 2021
BUY
$426.8 - $455.27 $946,215 - $1.01 Million
2,217 New
2,217 $955,000

Others Institutions Holding IVV

# of Institutions
3,449
Shares Held
686M
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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