A detailed history of Wealth Navi Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Navi Inc. holds 215,534 shares of IVV stock, worth $124 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
215,534
Previous 136,074 58.39%
Holding current value
$124 Million
Previous $74.5 Million 66.96%
% of portfolio
1.42%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$520.18 - $576.82 $41.3 Million - $45.8 Million
79,460 Added 58.39%
215,534 $124 Million
Q2 2024

Aug 13, 2024

BUY
$497.53 - $549.64 $36.3 Million - $40.1 Million
73,029 Added 115.84%
136,074 $74.5 Million
Q1 2024

Apr 17, 2024

BUY
$469.56 - $525.73 $29.6 Million - $33.1 Million
63,026 Added 331715.78%
63,045 $33.1 Million
Q4 2023

Jan 29, 2024

BUY
$412.55 - $479.0 $7,838 - $9,101
19 New
19 $9,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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

Track Wealth Navi Inc. Portfolio

Follow Wealth Navi Inc. 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 Wealth Navi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Navi Inc. with notifications on news.