Simplicity Wealth,Llc Ishares Core S&P 500 ETF Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 52,917 shares of IVV stock, worth $31.4 Million. This represents 6.76% of its overall portfolio holdings.

Number of Shares
52,917
Previous 79,566 33.49%
Holding current value
$31.4 Million
Previous $45.9 Million 32.13%
% of portfolio
6.76%
Previous 4.43%

Shares

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

Feb 07, 2025
SELL
$570.51 - $610.59 $15.2 Million - $16.3 Million
-26,649 Reduced 33.49%
52,917 $31.2 Million
Q3 2024

Oct 09, 2024
SELL
$520.18 - $576.82 $14.6 Million - $16.2 Million
-28,131 Reduced 26.12%
79,566 $45.9 Million
Q2 2024

Jul 10, 2024
SELL
$497.53 - $549.64 $1.95 Million - $2.16 Million
-3,929 Reduced 3.52%
107,697 $58.9 Million
Q1 2024

Apr 24, 2024
BUY
$469.56 - $525.73 $36 Million - $40.3 Million
76,701 Added 219.62%
111,626 $58.7 Million
Q4 2023

Jan 29, 2024
BUY
$412.55 - $479.0 $4.21 Million - $4.89 Million
10,203 Added 41.27%
34,925 $16.7 Million
Q3 2023

Oct 19, 2023
BUY
$427.76 - $460.18 $3.7 Million - $3.98 Million
8,641 Added 53.73%
24,722 $10.6 Million
Q2 2023

Jul 26, 2023
BUY
$406.17 - $445.71 $645,404 - $708,233
1,589 Added 10.96%
16,081 $7.17 Million
Q1 2023

Apr 27, 2023
BUY
$381.13 - $418.66 $1.57 Million - $1.73 Million
4,124 Added 39.78%
14,492 $5.96 Million
Q4 2022

Feb 15, 2023
BUY
$357.98 - $409.32 $3.26 Million - $3.73 Million
9,108 Added 722.86%
10,368 $3.98 Million
Q3 2022

Oct 12, 2022
BUY
$358.65 - $432.04 $451,899 - $544,370
1,260 New
1,260 $452,000
Q2 2022

Jul 19, 2022
SELL
$366.99 - $458.8 $173,953 - $217,471
-474 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$418.06 - $479.84 $198,160 - $227,444
474 New
474 $215,000

Others Institutions Holding IVV

# of Institutions
3,849
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email