Wealth Care Investment Partners, LLC Ishares Core S&P 500 ETF Transaction History

Wealth Care Investment Partners, LLC

$220 Million
Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 839 shares of IVV stock, worth $501,428. This represents 0.22% of its overall portfolio holdings.

Number of Shares

839

Previous 539 55.66%

Holding current value

$501,428

Previous $294,000 64.29%

% of portfolio

0.22%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$520.18 - $576.82 $156,053 - $173,046	300 Added 55.66%	839 $483,000
Q2 2024 Jul 18, 2024	BUY	$497.53 - $549.64 $5,472 - $6,046	11 Added 2.08%	539 $294,000
Q1 2024 Apr 15, 2024	BUY	$469.56 - $525.73 $1,408 - $1,577	3 Added 0.57%	528 $277,000
Q4 2023 Jan 18, 2024	SELL	$412.55 - $479.0 $825 - $958	-2 Reduced 0.38%	525 $250,000
Q2 2023 Jul 13, 2023	BUY	$406.17 - $445.71 $812 - $891	2 Added 0.38%	527 $234,000
Q1 2023 Apr 10, 2023	BUY	$381.13 - $418.66 $200,093 - $219,796	525 New	525 $215,000
Q2 2022 Jul 18, 2022	SELL	$366.99 - $458.8 $168,081 - $210,130	-458 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$418.06 - $479.84 $191,471 - $219,766	458 New	458 $204,000

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

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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Wealth Care Investment Partners, LLC Ishares Core S&P 500 ETF Transaction History