Values Added Financial LLC Ishares Core S&P 500 ETF Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Values Added Financial LLC holds 3,206 shares of IVV stock, worth $1.78 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
3,206
Previous 3,206 -0.0%
Holding current value
$1.78 Million
Previous $1.53 Billion 10.07%
% of portfolio
1.31%
Previous 1.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $704,635 - $818,132
1,708 Added 114.02%
3,206 $1.53 Billion
Q3 2023

Oct 19, 2023
BUY
$427.76 - $460.18 $640,784 - $689,349
1,498 New
1,498 $643 Million

Others Institutions Holding IVV

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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