Selective Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 11,374 shares of IVV stock, worth $6.58 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

11,374

Previous 11,945 4.78%

Holding current value

$6.58 Million

Previous $6.89 Million 2.83%

% of portfolio

2.71%

Previous 2.88%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$570.51 - $610.59 $325,761 - $348,646	-571 Reduced 4.78%	11,374 $6.7 Million
Q3 2024 Oct 09, 2024	SELL	$520.18 - $576.82 $253,847 - $281,488	-488 Reduced 3.93%	11,945 $6.89 Million
Q2 2024 Jul 10, 2024	SELL	$497.53 - $549.64 $25,871 - $28,581	-52 Reduced 0.42%	12,433 $6.8 Million
Q1 2024 Apr 11, 2024	SELL	$469.56 - $525.73 $195,806 - $219,229	-417 Reduced 3.23%	12,485 $6.56 Million
Q4 2023 Jan 05, 2024	SELL	$412.55 - $479.0 $241,754 - $280,694	-586 Reduced 4.34%	12,902 $6.16 Million
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $113,356 - $121,947	265 Added 2.0%	13,488 $5.79 Million
Q2 2023 Jul 11, 2023	SELL	$406.17 - $445.71 $51,583 - $56,605	-127 Reduced 0.95%	13,223 $5.89 Million
Q4 2022 Jan 23, 2023	BUY	$357.98 - $409.32 $984,087 - $1.13 Million	2,749 Added 25.93%	13,350 $0
Q3 2022 Oct 21, 2022	BUY	$358.65 - $432.04 $1.49 Million - $1.8 Million	4,161 Added 64.61%	10,601 $3.8 Million
Q2 2022 Jul 28, 2022	BUY	$366.99 - $458.8 $1.61 Million - $2.01 Million	4,384 Added 213.23%	6,440 $2.44 Million
Q1 2022 Apr 20, 2022	BUY	$418.06 - $479.84 $49,331 - $56,621	118 Added 6.09%	2,056 $933,000
Q4 2021 Jan 18, 2022	BUY	$430.29 - $479.53 $105,421 - $117,484	245 Added 14.47%	1,938 $925,000
Q3 2021 Oct 27, 2021	SELL	$426.8 - $455.27 $32,863 - $35,055	-77 Reduced 4.35%	1,693 $729,000
Q2 2021 Aug 04, 2021	SELL	$402.08 - $429.92 $160,027 - $171,108	-398 Reduced 18.36%	1,770 $760,000
Q1 2021 Apr 09, 2021	SELL	$370.22 - $398.75 $78,116 - $84,136	-211 Reduced 8.87%	2,168 $863,000
Q4 2020 Jan 22, 2021	SELL	$327.62 - $375.39 $9,828 - $11,261	-30 Reduced 1.25%	2,379 $893,000
Q3 2020 Oct 21, 2020	SELL	$311.81 - $359.24 $72,963 - $84,062	-234 Reduced 8.85%	2,409 $810,000
Q2 2020 Jul 15, 2020	BUY	$246.8 - $324.4 $91,069 - $119,703	369 Added 16.23%	2,643 $819,000
Q1 2020 Apr 16, 2020	SELL	$224.65 - $339.88 $134,790 - $203,928	-600 Reduced 20.88%	2,274 $588,000
Q4 2019 Jan 10, 2020	BUY	$289.63 - $324.32 $4,054 - $4,540	14 Added 0.49%	2,874 $929,000
Q3 2019 Oct 29, 2019	SELL	$285.57 - $303.77 $151,923 - $161,605	-532 Reduced 15.68%	2,860 $854,000
Q2 2019 Jul 16, 2019	BUY	$276.38 - $296.02 $937,480 - $1 Million	3,392 New	3,392 $1 Million

Others Institutions Holding IVV

# of Institutions

3,860

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Selective Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History