A detailed history of Walden Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Walden Wealth Partners LLC holds 1,454 shares of IVV stock, worth $842,578. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,454
Previous 1,324 9.82%
Holding current value
$842,578
Previous $683 Million 16.59%
% of portfolio
0.44%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$497.53 - $549.64 $64,678 - $71,453
130 Added 9.82%
1,454 $796 Million
Q1 2024

Apr 10, 2024

BUY
$469.56 - $525.73 $469 - $525
1 Added 0.08%
1,324 $683 Million
Q4 2023

Mar 14, 2024

BUY
$412.55 - $479.0 $545,803 - $633,717
1,323 New
1,323 $632 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Walden Wealth Partners LLC Portfolio

Follow Walden Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walden Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walden Wealth Partners LLC with notifications on news.