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

Shore Haven Wealth Partners, LLC

  • $187 Million
  • Q2 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 542 shares of IVV stock, worth $310,999. This represents 0.16% of its overall portfolio holdings.

Number of Shares
542
Previous 539 0.56%
Holding current value
$310,999
Previous $283,000 4.59%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$497.53 - $549.64 $1,492 - $1,648
3 Added 0.56%
542 $296,000
Q1 2024

May 02, 2024
BUY
$469.56 - $525.73 $4,226 - $4,731
9 Added 1.7%
539 $283,000
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $218,651 - $253,870
530 New
530 $253,000

Others Institutions Holding IVV

# of Institutions
3,324
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
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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