Strategies Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 10,481 shares of IVV stock, worth $6.22 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
10,481
Previous 10,732 2.34%
Holding current value
$6.22 Million
Previous $5.87 Billion 2.94%
% of portfolio
0.81%
Previous 0.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$520.18 - $576.82 $130,565 - $144,781
-251 Reduced 2.34%
10,481 $6.05 Billion
Q2 2024

Jul 29, 2024
SELL
$497.53 - $549.64 $274,139 - $302,851
-551 Reduced 4.88%
10,732 $5.87 Billion
Q1 2024

Apr 22, 2024
BUY
$469.56 - $525.73 $155,893 - $174,542
332 Added 3.03%
11,283 $5.93 Billion
Q4 2023

Jan 22, 2024
SELL
$412.55 - $479.0 $9,901 - $11,496
-24 Reduced 0.22%
10,951 $5.23 Billion
Q3 2023

Oct 10, 2023
SELL
$427.76 - $460.18 $37,642 - $40,495
-88 Reduced 0.8%
10,975 $4.71 Billion
Q2 2023

Jul 12, 2023
BUY
$406.17 - $445.71 $1.27 Million - $1.39 Million
3,119 Added 39.26%
11,063 $4.93 Billion
Q1 2023

Jun 27, 2023
BUY
$381.13 - $418.66 $693,656 - $761,961
1,820 Added 29.72%
7,944 $3.27 Billion
Q4 2022

Jun 27, 2023
BUY
$357.98 - $409.32 $1.2 Million - $1.37 Million
3,349 Added 120.68%
6,124 $2.35 Billion
Q2 2022

Jun 27, 2023
SELL
$366.99 - $458.8 $97,252 - $121,582
-265 Reduced 8.72%
2,775 $1.05 Billion
Q1 2022

Jun 27, 2023
SELL
$418.06 - $479.84 $209,030 - $239,920
-500 Reduced 14.12%
3,040 $1.38 Billion
Q4 2021

Jun 26, 2023
BUY
$430.29 - $479.53 $1.52 Million - $1.7 Million
3,540 New
3,540 $1.69 Billion

Others Institutions Holding IVV

# of Institutions
3,442
Shares Held
687M
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
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