A detailed history of True Private Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 13,416 shares of IVV stock, worth $8.11 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
13,416
Previous 17,328 22.58%
Holding current value
$8.11 Million
Previous $9.48 Million 18.39%
% of portfolio
0.97%
Previous 1.11%

Shares

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

Nov 14, 2024

SELL
$520.18 - $576.82 $2.03 Million - $2.26 Million
-3,912 Reduced 22.58%
13,416 $7.74 Million
Q2 2024

Jul 16, 2024

SELL
$497.53 - $549.64 $1.15 Million - $1.27 Million
-2,315 Reduced 11.79%
17,328 $9.48 Million
Q1 2024

Apr 25, 2024

SELL
$469.56 - $525.73 $3.06 Million - $3.43 Million
-6,524 Reduced 24.93%
19,643 $10.3 Million
Q4 2023

Jan 30, 2024

SELL
$412.55 - $479.0 $68,895 - $79,993
-167 Reduced 0.63%
26,167 $12.5 Million
Q3 2023

Nov 13, 2023

BUY
$427.76 - $460.18 $4.17 Million - $4.49 Million
9,759 Added 58.88%
26,334 $11.3 Million
Q2 2023

Aug 11, 2023

BUY
$406.17 - $445.71 $1.65 Million - $1.81 Million
4,059 Added 32.43%
16,575 $7.39 Million
Q1 2023

May 11, 2023

SELL
$381.13 - $418.66 $125,772 - $138,157
-330 Reduced 2.57%
12,516 $5.15 Million
Q4 2022

Feb 14, 2023

SELL
$357.98 - $409.32 $188,655 - $215,711
-527 Reduced 3.94%
12,846 $4.94 Million
Q3 2022

Nov 04, 2022

BUY
$358.65 - $432.04 $338,206 - $407,413
943 Added 7.59%
13,373 $4.8 Million
Q2 2022

Jul 28, 2022

BUY
$366.99 - $458.8 $245,149 - $306,478
668 Added 5.68%
12,430 $4.71 Million
Q1 2022

May 09, 2022

BUY
$418.06 - $479.84 $1.19 Million - $1.37 Million
2,853 Added 32.02%
11,762 $5.07 Million
Q4 2021

Feb 11, 2022

BUY
$430.29 - $479.53 $431,150 - $480,489
1,002 Added 12.67%
8,909 $4.25 Million
Q3 2021

Nov 05, 2021

SELL
$426.8 - $455.27 $143,831 - $153,425
-337 Reduced 4.09%
7,907 $3.41 Million
Q2 2021

Aug 10, 2021

BUY
$402.08 - $429.92 $1.11 Million - $1.19 Million
2,758 Added 50.27%
8,244 $3.54 Million
Q1 2021

May 12, 2021

SELL
$370.22 - $398.75 $1.24 Million - $1.33 Million
-3,345 Reduced 37.88%
5,486 $2.18 Million
Q4 2020

Jan 11, 2021

SELL
$327.62 - $375.39 $1.11 Million - $1.28 Million
-3,401 Reduced 27.8%
8,831 $3.32 Million
Q3 2020

Oct 09, 2020

SELL
$311.81 - $359.24 $1.19 Million - $1.37 Million
-3,814 Reduced 23.77%
12,232 $4.11 Million
Q2 2020

Jul 07, 2020

SELL
$246.8 - $324.4 $1.65 Million - $2.17 Million
-6,677 Reduced 29.38%
16,046 $4.97 Million
Q1 2020

Apr 20, 2020

SELL
$224.65 - $339.88 $951,617 - $1.44 Million
-4,236 Reduced 15.71%
22,723 $5.87 Million
Q4 2019

Jan 27, 2020

BUY
$289.63 - $324.32 $1.75 Million - $1.95 Million
6,026 Added 28.79%
26,959 $8.71 Million
Q3 2019

Oct 09, 2019

BUY
$285.57 - $303.77 $1.26 Million - $1.34 Million
4,397 Added 26.59%
20,933 $6.25 Million
Q2 2019

Aug 01, 2019

BUY
$276.38 - $296.02 $1.83 Million - $1.96 Million
6,622 Added 66.79%
16,536 $4.87 Million
Q1 2019

Apr 25, 2019

SELL
$245.43 - $286.57 $36,323 - $42,412
-148 Reduced 1.47%
9,914 $2.82 Million
Q4 2018

Jan 14, 2019

BUY
$236.09 - $293.95 $2.26 Million - $2.81 Million
9,554 Added 1880.71%
10,062 $2.53 Million
Q3 2018

Oct 18, 2018

BUY
$272.73 - $295.76 $138,546 - $150,246
508 New
508 $0

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors 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 True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.