Strategic Family Wealth Counselors, L.L.C. Ishares Core S&P 500 ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 758 shares of IVV stock, worth $456,209. This represents 0.16% of its overall portfolio holdings.

Number of Shares

758

Previous 691 9.7%

Holding current value

$456,209

Previous $378,000 15.61%

% of portfolio

0.16%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $34,852 - $38,646	67 Added 9.7%	758 $437,000
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $1,492 - $1,648	3 Added 0.44%	691 $378,000
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $8,921 - $9,988	19 Added 2.84%	688 $361,000
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $1,650 - $1,916	4 Added 0.6%	669 $319,000
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $406 - $445	1 Added 0.15%	665 $296,000
Q1 2023 May 15, 2023	BUY	$381.13 - $418.66 $762 - $837	2 Added 0.3%	664 $272,000
Q4 2022 Jan 25, 2023	BUY	$357.98 - $409.32 $1,431 - $1,637	4 Added 0.61%	662 $0
Q2 2022 Aug 11, 2022	BUY	$366.99 - $458.8 $241,479 - $301,890	658 New	658 $250,000

Others Institutions Holding IVV

# of Institutions

3,445

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Strategic Family Wealth Counselors, L.L.C. Ishares Core S&P 500 ETF Transaction History