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

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 20,217 shares of IVV stock, worth $12 Million. This represents 5.38% of its overall portfolio holdings.

Number of Shares
20,217
Previous 19,258 4.98%
Holding current value
$12 Million
Previous $10.5 Billion 10.66%
% of portfolio
5.38%
Previous 5.26%

Shares

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

Oct 25, 2024
BUY
$520.18 - $576.82 $498,852 - $553,170
959 Added 4.98%
20,217 $11.7 Billion
Q2 2024

Jul 31, 2024
BUY
$497.53 - $549.64 $442,304 - $488,629
889 Added 4.84%
19,258 $10.5 Billion
Q1 2024

Apr 23, 2024
BUY
$469.56 - $525.73 $132,415 - $148,255
282 Added 1.56%
18,369 $9.66 Billion
Q4 2023

Jan 17, 2024
BUY
$412.55 - $479.0 $7.46 Million - $8.66 Million
18,087 New
18,087 $8.64 Billion

Others Institutions Holding IVV

# of Institutions
3,443
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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