Wade Financial Advisory, Inc Ishares Core S&P 500 ETF Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 1,552 shares of IVV stock, worth $920,848. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,552

Previous 1,441 7.7%

Holding current value

$920,848

Previous $788,000 13.58%

% of portfolio

0.3%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$520.18 - $576.82 $57,739 - $64,027	111 Added 7.7%	1,552 $895,000
Q1 2023 Apr 07, 2023	SELL	$381.13 - $418.66 $12,196 - $13,397	-32 Reduced 2.17%	1,441 $592,000
Q4 2022 Jan 12, 2023	BUY	$357.98 - $409.32 $5,011 - $5,730	14 Added 0.96%	1,473 $0
Q3 2022 Oct 26, 2022	BUY	$358.65 - $432.04 $6,455 - $7,776	18 Added 1.25%	1,459 $523,000
Q2 2022 Aug 05, 2022	SELL	$366.99 - $458.8 $13,578 - $16,975	-37 Reduced 2.5%	1,441 $546,000
Q1 2022 Apr 21, 2022	BUY	$418.06 - $479.84 $617,892 - $709,203	1,478 New	1,478 $671,000

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Wade Financial Advisory, Inc Ishares Core S&P 500 ETF Transaction History