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 $6.83 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
11,374
Previous 11,945 4.78%
Holding current value
$6.83 Million
Previous $6.89 Million 2.83%
% of portfolio
2.71%
Previous 2.88%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,486
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
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