A detailed history of Shorepath Capital Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shorepath Capital Management LLC holds 8,241 shares of IVV stock, worth $4.89 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
8,241
Previous 8,254 0.16%
Holding current value
$4.89 Million
Previous $4.52 Billion 5.24%
% of portfolio
3.48%
Previous 3.48%

Shares

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

Nov 14, 2024

SELL
$520.18 - $576.82 $6,762 - $7,498
-13 Reduced 0.16%
8,241 $4.75 Billion
Q1 2024

Apr 12, 2024

SELL
$469.56 - $525.73 $43,199 - $48,367
-92 Reduced 1.1%
8,254 $4.34 Billion
Q4 2023

Mar 01, 2024

BUY
$412.55 - $479.0 $3.44 Million - $4 Million
8,346 New
8,346 $3.99 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Shorepath Capital Management LLC Portfolio

Follow Shorepath Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shorepath Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shorepath Capital Management LLC with notifications on news.