Spectrum Wealth Counsel, LLC Ishares Core S&P 500 ETF Transaction History

Spectrum Wealth Counsel, LLC

$851 Billion
Q4 2024

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 139,577 shares of IVV stock, worth $85.5 Million. This represents 9.66% of its overall portfolio holdings.

Number of Shares

139,577

Previous 151,597 7.93%

Holding current value

$85.5 Million

Previous $87.4 Billion 6.04%

% of portfolio

9.66%

Previous 10.33%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$570.51 - $610.59 $6.86 Million - $7.34 Million	-12,020 Reduced 7.93%	139,577 $82.2 Billion
Q3 2024 Nov 08, 2024	BUY	$520.18 - $576.82 $611,731 - $678,340	1,176 Added 0.78%	151,597 $87.4 Billion
Q2 2024 Aug 08, 2024	SELL	$497.53 - $549.64 $8.44 Million - $9.32 Million	-16,959 Reduced 10.13%	150,421 $82.3 Billion
Q1 2024 May 06, 2024	BUY	$469.56 - $525.73 $1.28 Million - $1.43 Million	2,728 Added 1.66%	167,380 $88 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $67.9 Million - $78.9 Million	164,652 New	164,652 $78.6 Billion

Others Institutions Holding IVV

# of Institutions

3,809

Shares Held

760M

Call Options Held

1.98M

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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Spectrum Wealth Counsel, LLC Ishares Core S&P 500 ETF Transaction History