A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 26,566 shares of IVV stock, worth $15.9 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
26,566
Previous 26,049 1.98%
Holding current value
$15.9 Million
Previous $14.3 Billion 7.5%
% of portfolio
3.21%
Previous 3.16%

Shares

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

Oct 16, 2024

BUY
$520.18 - $576.82 $268,933 - $298,215
517 Added 1.98%
26,566 $15.3 Billion
Q2 2024

Aug 07, 2024

BUY
$497.53 - $549.64 $497 - $549
1 Added 0.0%
26,049 $14.3 Billion
Q1 2024

Apr 16, 2024

BUY
$469.56 - $525.73 $958,841 - $1.07 Million
2,042 Added 8.51%
26,048 $13.7 Billion
Q4 2023

Jan 25, 2024

BUY
$412.55 - $479.0 $344,479 - $399,965
835 Added 3.6%
24,006 $11.5 Billion
Q3 2023

Nov 01, 2023

SELL
$427.76 - $460.18 $1.25 Million - $1.34 Million
-2,921 Reduced 11.2%
23,171 $9.95 Billion
Q2 2023

Aug 14, 2023

BUY
$406.17 - $445.71 $280,257 - $307,539
690 Added 2.72%
26,092 $11.6 Billion
Q1 2023

May 09, 2023

BUY
$381.13 - $418.66 $865,165 - $950,358
2,270 Added 9.81%
25,402 $10.4 Billion
Q4 2022

Jan 17, 2023

BUY
$357.98 - $409.32 $8.28 Million - $9.47 Million
23,132 New
23,132 $8.89 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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