Up Strategic Wealth Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

$100 Billion
Q4 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 941 shares of IVV stock, worth $544,472. This represents 0.55% of its overall portfolio holdings.

Number of Shares

941

Previous 941 -0.0%

Holding current value

$544,472

Previous $543 Million 2.06%

% of portfolio

0.55%

Previous 0.61%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$497.53 - $549.64 $26,369 - $29,130	-53 Reduced 5.33%	941 $515 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $22,538 - $25,235	48 Added 5.07%	994 $523 Million
Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $390,272 - $453,134	946 New	946 $452 Million

Others Institutions Holding IVV

# of Institutions

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Up Strategic Wealth Investment Advisors LLC Ishares Core S&P 500 ETF Transaction History