Signature Wealth Management Partners, LLC Ishares Core S&P 500 ETF Transaction History

Signature Wealth Management Partners, LLC

  • $143 Million
  • Q4 2024

A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 2,894 shares of IVV stock, worth $1.75 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
2,894
Previous 2,803 3.25%
Holding current value
$1.75 Million
Previous $1.62 Million 5.38%
% of portfolio
1.19%
Previous 1.18%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$570.51 - $610.59 $51,916 - $55,563
91 Added 3.25%
2,894 $1.7 Million
Q3 2024

Oct 24, 2024
SELL
$520.18 - $576.82 $11,964 - $13,266
-23 Reduced 0.81%
2,803 $1.62 Million
Q2 2024

Jul 15, 2024
BUY
$497.53 - $549.64 $42,290 - $46,719
85 Added 3.1%
2,826 $1.55 Million
Q1 2024

Apr 26, 2024
SELL
$469.56 - $525.73 $73,720 - $82,539
-157 Reduced 5.42%
2,741 $1.44 Million
Q4 2023

Jan 19, 2024
SELL
$412.55 - $479.0 $4,538 - $5,269
-11 Reduced 0.38%
2,898 $1.38 Million
Q3 2023

Oct 23, 2023
SELL
$427.76 - $460.18 $83,413 - $89,735
-195 Reduced 6.28%
2,909 $1.25 Million
Q2 2023

Jul 24, 2023
SELL
$406.17 - $445.71 $26,807 - $29,416
-66 Reduced 2.08%
3,104 $1.38 Million
Q1 2023

May 02, 2023
SELL
$381.13 - $418.66 $57,931 - $63,636
-152 Reduced 4.58%
3,170 $1.3 Million
Q4 2022

Feb 03, 2023
SELL
$357.98 - $409.32 $42,957 - $49,118
-120 Reduced 3.49%
3,322 $1.28 Million
Q3 2022

Nov 01, 2022
SELL
$358.65 - $432.04 $2,510 - $3,024
-7 Reduced 0.2%
3,442 $1.24 Million
Q2 2022

Jul 22, 2022
BUY
$366.99 - $458.8 $18,716 - $23,398
51 Added 1.5%
3,449 $1.31 Million
Q1 2022

May 10, 2022
SELL
$418.06 - $479.84 $15,468 - $17,754
-37 Reduced 1.08%
3,398 $1.54 Million
Q4 2021

Jan 19, 2022
SELL
$430.29 - $479.53 $23,665 - $26,374
-55 Reduced 1.58%
3,435 $1.64 Million
Q3 2021

Oct 20, 2021
SELL
$426.8 - $455.27 $150,660 - $160,710
-353 Reduced 9.19%
3,490 $1.5 Million
Q2 2021

Jul 29, 2021
BUY
$402.08 - $429.92 $331,716 - $354,684
825 Added 27.34%
3,843 $1.65 Million
Q1 2021

May 14, 2021
BUY
$370.22 - $398.75 $178,446 - $192,197
482 Added 19.01%
3,018 $1.2 Million
Q4 2020

Feb 16, 2021
BUY
$327.62 - $375.39 $830,844 - $951,989
2,536 New
2,536 $952,000

Others Institutions Holding IVV

# of Institutions
3,638
Shares Held
718M
Call Options Held
1.44M
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
Track This Portfolio

Track Signature Wealth Management Partners, LLC Portfolio

Follow Signature Wealth Management Partners, 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 Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email