Spartan Planning & Wealth Management Ishares Core S&P 500 ETF Transaction History

Spartan Planning & Wealth Management

$89.6 Million
Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 15,347 shares of IVV stock, worth $8.81 Million. This represents 8.18% of its overall portfolio holdings.

Number of Shares

15,347

Previous 6,792 125.96%

Holding current value

$8.81 Million

Previous $2.92 Million 151.37%

% of portfolio

8.18%

Previous 3.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	BUY	$412.55 - $479.0 $3.53 Million - $4.1 Million	8,555 Added 125.96%	15,347 $7.33 Million
Q3 2023 Nov 17, 2023	BUY	$427.76 - $460.18 $2.6 Million - $2.8 Million	6,084 Added 859.32%	6,792 $2.92 Million
Q4 2022 Feb 01, 2023	BUY	$357.98 - $409.32 $225,527 - $257,871	630 Added 807.69%	708 $272,000
Q3 2022 Nov 01, 2022	SELL	$358.65 - $432.04 $2,510 - $3,024	-7 Reduced 8.24%	78 $28,000
Q2 2022 Aug 10, 2022	SELL	$366.99 - $458.8 $133,217 - $166,544	-363 Reduced 81.03%	85 $32,000
Q1 2022 May 16, 2022	BUY	$418.06 - $479.84 $187,290 - $214,968	448 New	448 $203,000

Others Institutions Holding IVV

# of Institutions

3,324

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Spartan Planning & Wealth Management Ishares Core S&P 500 ETF Transaction History