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

Waterway Wealth Management, LLC

  • $227 Billion
  • Q1 2024

A detailed history of Waterway Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 46,666 shares of IVV stock, worth $26 Million. This represents 10.79% of its overall portfolio holdings.

Number of Shares
46,666
Previous 47,910 2.6%
Holding current value
$26 Million
Previous $22.9 Billion 7.21%
% of portfolio
10.79%
Previous 9.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$469.56 - $525.73 $584,132 - $654,008
-1,244 Reduced 2.6%
46,666 $24.5 Billion
Q4 2023

Jan 17, 2024
BUY
$412.55 - $479.0 $19.8 Million - $22.9 Million
47,910 New
47,910 $22.9 Billion

Others Institutions Holding IVV

# of Institutions
3,251
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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