Steward Partners Investment Solutions, LLC Ishares Core S&P 500 ETF Transaction History

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 400 shares of IVV stock, worth $239,404. This represents 0.04% of its overall portfolio holdings.

Number of Shares
400
Previous 346 15.61%
Holding current value
$239,404
Previous $165 Million 27.25%
% of portfolio
0.04%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $25,356 - $28,389
54 Added 15.61%
400 $210 Million
Q4 2023

Feb 13, 2024
BUY
$412.55 - $479.0 $142,742 - $165,734
346 New
346 $165 Million

Others Institutions Holding IVV

# of Institutions
3,395
Shares Held
669M
Call Options Held
714K
Put Options Held
952K
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 Steward Partners Investment Solutions, LLC Portfolio

Follow Steward Partners Investment Solutions, 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 Steward Partners Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email