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

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 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 $531,712. This represents 0.78% of its overall portfolio holdings.

Number of Shares
941
Previous 994 5.33%
Holding current value
$531,712
Previous $523 Million 1.46%
% of portfolio
0.78%
Previous 0.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,323
Shares Held
658M
Call Options Held
715K
Put Options Held
951K
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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