Smart Wealth LLC Ishares Core S&P 500 ETF Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Smart Wealth LLC holds 1,341 shares of IVV stock, worth $825,854. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,341

Previous 1,262 6.26%

Holding current value

$825,854

Previous $728 Million 8.39%

% of portfolio

0.28%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $45,070 - $48,236	79 Added 6.26%	1,341 $789 Million
Q3 2024 Dec 13, 2024	BUY	$520.18 - $576.82 $160,735 - $178,237	309 Added 32.42%	1,262 $728 Million
Q2 2024 Dec 13, 2024	BUY	$497.53 - $549.64 $145,278 - $160,494	292 Added 44.18%	953 $522 Million
Q1 2024 Dec 13, 2024	SELL	$469.56 - $525.73 $65,268 - $73,076	-139 Reduced 17.38%	661 $348 Million
Q4 2023 Dec 13, 2024	BUY	$412.55 - $479.0 $124,177 - $144,179	301 Added 60.32%	800 $382 Million
Q3 2023 Dec 13, 2024	BUY	$427.76 - $460.18 $213,452 - $229,629	499 New	499 $214 Million
Q1 2023 Dec 13, 2024	SELL	$381.13 - $418.66 $492,038 - $540,490	-1,291 Closed	0 $0
Q4 2022 Dec 13, 2024	BUY	$357.98 - $409.32 $462,152 - $528,432	1,291 New	1,291 $496 Million

Others Institutions Holding IVV

# of Institutions

3,826

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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