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

Spectrum Wealth Counsel, LLC

  • $847 Billion
  • Q3 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 151,597 shares of IVV stock, worth $91 Million. This represents 10.33% of its overall portfolio holdings.

Number of Shares
151,597
Previous 150,421 0.78%
Holding current value
$91 Million
Previous $82.3 Billion 6.23%
% of portfolio
10.33%
Previous 10.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,482
Shares Held
677M
Call Options Held
1.45M
Put Options Held
1.1M
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 Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, 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 Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email