Us Advisors Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Us Advisors Wealth Management, LLC

  • $286 Million
  • Q3 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 1,273 shares of IVV stock, worth $755,105. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,176 8.25%
Holding current value
$755,105
Previous $643,000 13.53%
% of portfolio
0.26%
Previous 0.23%

Shares

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

Nov 07, 2024
BUY
$520.18 - $576.82 $50,457 - $55,951
97 Added 8.25%
1,273 $730,000
Q2 2024

Aug 06, 2024
BUY
$497.53 - $549.64 $58,211 - $64,307
117 Added 11.05%
1,176 $643,000
Q1 2024

May 02, 2024
SELL
$469.56 - $525.73 $44,608 - $49,944
-95 Reduced 8.23%
1,059 $556,000
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $66,420 - $77,119
161 Added 16.21%
1,154 $551,000
Q3 2023

Nov 09, 2023
BUY
$427.76 - $460.18 $36,359 - $39,115
85 Added 9.36%
993 $426,000
Q2 2023

Aug 01, 2023
SELL
$406.17 - $445.71 $62,144 - $68,193
-153 Reduced 14.42%
908 $405,000
Q1 2023

Apr 13, 2023
BUY
$381.13 - $418.66 $1,524 - $1,674
4 Added 0.38%
1,061 $436,000
Q4 2022

Feb 10, 2023
BUY
$357.98 - $409.32 $41,525 - $47,481
116 Added 12.33%
1,057 $406,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $96,835 - $116,650
-270 Reduced 22.3%
941 $338,000
Q2 2022

Aug 12, 2022
SELL
$366.99 - $458.8 $23,854 - $29,822
-65 Reduced 5.09%
1,211 $459,000
Q1 2022

Jun 08, 2022
BUY
$418.06 - $479.84 $10,869 - $12,475
26 Added 2.08%
1,276 $579,000
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $87,779 - $97,824
-204 Reduced 14.03%
1,250 $597,000
Q3 2021

Nov 03, 2021
BUY
$426.8 - $455.27 $14,511 - $15,479
34 Added 2.39%
1,454 $627,000
Q2 2021

Aug 09, 2021
BUY
$402.08 - $429.92 $570,953 - $610,486
1,420 New
1,420 $610,000
Q1 2021

May 11, 2021
SELL
$370.22 - $398.75 $218,429 - $235,262
-590 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$327.62 - $375.39 $193,295 - $221,480
590 New
590 $221,000

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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