A detailed history of Univest Financial Corp transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Univest Financial Corp holds 583 shares of IVV stock, worth $322,142. This represents 0.09% of its overall portfolio holdings.

Number of Shares
583
Previous 648 10.03%
Holding current value
$322,142
Previous $340,000 6.18%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$497.53 - $549.64 $32,339 - $35,726
-65 Reduced 10.03%
583 $319,000
Q1 2024

May 08, 2024

SELL
$469.56 - $525.73 $8,452 - $9,463
-18 Reduced 2.7%
648 $340,000
Q4 2023

Feb 06, 2024

BUY
$412.55 - $479.0 $5,363 - $6,227
13 Added 1.99%
666 $318,000
Q3 2023

Nov 07, 2023

BUY
$427.76 - $460.18 $9,838 - $10,584
23 Added 3.65%
653 $280,000
Q2 2023

Aug 07, 2023

BUY
$406.17 - $445.71 $255,887 - $280,797
630 New
630 $280,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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