Sowa Financial Group, Inc. Ishares Core S&P 500 ETF Transaction History

Sowa Financial Group, Inc.

$146 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$366.99 - $458.8 $1.14 Million - $1.42 Million	-3,102 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$418.06 - $479.84 $40,969 - $47,024	-98 Reduced 3.06%	3,102 $1.41 Million
Q4 2021 Jan 27, 2022	BUY	$430.29 - $479.53 $24,096 - $26,853	56 Added 1.78%	3,200 $1.53 Million
Q3 2021 Oct 07, 2021	BUY	$426.8 - $455.27 $16,645 - $17,755	39 Added 1.26%	3,144 $1.36 Million
Q2 2021 Jul 06, 2021	BUY	$402.08 - $429.92 $95,292 - $101,891	237 Added 8.26%	3,105 $1.34 Million
Q1 2021 Apr 07, 2021	BUY	$370.22 - $398.75 $41,464 - $44,660	112 Added 4.06%	2,868 $1.14 Million
Q3 2020 Oct 06, 2020	SELL	$311.81 - $359.24 $935 - $1,077	-3 Reduced 0.11%	2,756 $926,000
Q1 2020 Apr 29, 2020	SELL	$224.65 - $339.88 $46,502 - $70,355	-207 Reduced 6.98%	2,759 $712,000
Q4 2019 Mar 19, 2020	BUY	$289.63 - $324.32 $859,042 - $961,933	2,966 New	2,966 $958,000

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

Black Rock Inc. New York, NY

66.4M
Shares

$39.7 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$20.7 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.5 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.1 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$14.9 Billion
1.06% of portfolio

About ISHARES CORE S&P 500 ETF

Ticker IVV
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