Wealth Advisors Of Iowa, LLC Ishares Core S&P 500 ETF Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 12,204 shares of IVV stock, worth $6.74 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

12,204

Previous 14,441 15.49%

Holding current value

$6.74 Million

Previous $6.9 Million 6.97%

% of portfolio

3.9%

Previous 4.63%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $1.05 Million - $1.18 Million	-2,237 Reduced 15.49%	12,204 $6.42 Million
Q4 2023 Feb 08, 2024	SELL	$412.55 - $479.0 $36,304 - $42,152	-88 Reduced 0.61%	14,441 $6.9 Million
Q3 2023 Nov 07, 2023	SELL	$427.76 - $460.18 $150,571 - $161,983	-352 Reduced 2.37%	14,529 $6.24 Million
Q2 2023 Jul 25, 2023	SELL	$406.17 - $445.71 $10,560 - $11,588	-26 Reduced 0.17%	14,881 $6.63 Million
Q1 2023 May 09, 2023	SELL	$381.13 - $418.66 $548,827 - $602,870	-1,440 Reduced 8.81%	14,907 $6.13 Million

Q4 2022 Feb 10, 2023	SELL	$374.51 - $409.32 $4.43 Million - $4.84 Million	-11,832 Reduced 41.99%	16,347 $6.28 Million
Q3 2022 Nov 15, 2022	SELL	$371.42 - $432.04 $24.8 Million - $28.9 Million	-66,796 Reduced 70.33%	28,179 $10.1 Million
Q2 2022 Jul 28, 2022	SELL	$366.99 - $458.8 $7.08 Million - $8.85 Million	-19,287 Reduced 16.88%	94,975 $36 Million
Q1 2022 May 10, 2022	BUY	$418.06 - $479.84 $2.18 Million - $2.5 Million	5,212 Added 4.78%	114,262 $51.8 Million
Q4 2021 Feb 14, 2022	SELL	$430.29 - $479.53 $3.23 Million - $3.6 Million	-7,515 Reduced 6.45%	109,050 $52 Million
Q3 2021 Nov 09, 2021	BUY	$426.8 - $455.27 $31.2 Million - $33.3 Million	73,179 Added 168.67%	116,565 $50.2 Million
Q2 2021 Jul 26, 2021	SELL	$402.08 - $429.92 $224,762 - $240,325	-559 Reduced 1.27%	43,386 $18.7 Million
Q1 2021 Apr 29, 2021	SELL	$370.22 - $398.75 $7.98 Million - $8.6 Million	-21,558 Reduced 32.91%	43,945 $17.5 Million
Q4 2020 Feb 12, 2021	BUY	$327.62 - $375.39 $7.48 Million - $8.58 Million	22,845 Added 53.55%	65,503 $24.6 Million
Q3 2020 Oct 28, 2020	BUY	$311.81 - $359.24 $7.69 Million - $8.87 Million	24,678 Added 137.25%	42,658 $14.3 Million
Q2 2020 Aug 07, 2020	BUY	$246.8 - $324.4 $1.25 Million - $1.64 Million	5,070 Added 39.27%	17,980 $5.57 Million
Q1 2020 Apr 28, 2020	BUY	$224.65 - $339.88 $2.9 Million - $4.39 Million	12,910 New	12,910 $0

Others Institutions Holding IVV

# of Institutions

3,249

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Wealth Advisors Of Iowa, LLC Ishares Core S&P 500 ETF Transaction History