United Asset Strategies, Inc. Ishares Core S&P 500 ETF Transaction History

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 370 shares of IVV stock, worth $217,127. This represents 0.02% of its overall portfolio holdings.

Number of Shares
370
Previous 406 8.87%
Holding current value
$217,127
Previous $222,000 4.05%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 28, 2024
SELL
$520.18 - $576.82 $18,726 - $20,765
-36 Reduced 8.87%
370 $213,000
Q2 2024

Aug 01, 2024
BUY
$497.53 - $549.64 $201,997 - $223,153
406 New
406 $222,000
Q4 2023

Jan 30, 2024
BUY
$412.55 - $479.0 $196,373 - $228,004
476 New
476 $227,000
Q1 2020

May 08, 2020
SELL
$224.65 - $339.88 $244,419 - $369,789
-1,088 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$289.63 - $324.32 $315,117 - $352,860
1,088 New
1,088 $352,000

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
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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