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

Semus Wealth Partners LLC

$130 Billion
Q2 2024

A detailed history of Semus Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Semus Wealth Partners LLC holds 8,590 shares of IVV stock, worth $4.93 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

8,590

Previous 9,353 8.16%

Holding current value

$4.93 Million

Previous $4.92 Billion 4.4%

% of portfolio

3.63%

Previous 4.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$497.53 - $549.64 $379,615 - $419,375	-763 Reduced 8.16%	8,590 $4.7 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $1.7 Million - $1.9 Million	-3,612 Reduced 27.86%	9,353 $4.92 Billion
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $346,954 - $402,839	841 Added 6.94%	12,965 $6.19 Billion
Q3 2023 Oct 31, 2023	BUY	$427.76 - $460.18 $454,281 - $488,711	1,062 Added 9.6%	12,124 $5.21 Billion
Q2 2023 Aug 01, 2023	BUY	$406.17 - $445.71 $249,388 - $273,665	614 Added 5.88%	11,062 $4.93 Billion
Q1 2023 Apr 24, 2023	SELL	$381.13 - $418.66 $90,708 - $99,641	-238 Reduced 2.23%	10,448 $4.3 Billion
Q4 2022 Feb 08, 2023	BUY	$357.98 - $409.32 $3.83 Million - $4.37 Million	10,686 New	10,686 $4.11 Billion

Others Institutions Holding IVV

# of Institutions

3,325

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Account

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