Wealthspan Partners, LLC Ishares Core S&P 500 ETF Transaction History

Wealthspan Partners, LLC

  • $179 Million
  • Q2 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,073 shares of IVV stock, worth $615,687. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,073
Previous 1,159 7.42%
Holding current value
$615,687
Previous $609,000 3.61%
% of portfolio
0.33%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$497.53 - $549.64 $42,787 - $47,269
-86 Reduced 7.42%
1,073 $587,000
Q1 2024

Apr 29, 2024
BUY
$469.56 - $525.73 $544,220 - $609,321
1,159 New
1,159 $609,000
Q2 2023

Aug 08, 2023
SELL
$406.17 - $445.71 $282,694 - $310,214
-696 Reduced 42.36%
947 $422,000
Q1 2023

Apr 21, 2023
SELL
$381.13 - $418.66 $403,235 - $442,942
-1,058 Reduced 39.17%
1,643 $675,000
Q4 2022

Feb 13, 2023
BUY
$357.98 - $409.32 $357 - $409
1 Added 0.04%
2,701 $1.04 Million
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $38,375 - $46,228
-107 Reduced 3.81%
2,700 $968,000
Q2 2022

Aug 11, 2022
BUY
$366.99 - $458.8 $1.03 Million - $1.29 Million
2,807 New
2,807 $1.06 Million

Others Institutions Holding IVV

# of Institutions
3,326
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email