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 539 shares of IVV stock, worth $309,278. This represents 0.14% of its overall portfolio holdings.

Number of Shares
539
Previous 528 2.08%
Holding current value
$309,278
Previous $277,000 6.14%
% of portfolio
0.14%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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