Winch Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1 shares of IVV stock, worth $593. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$593

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$520.18 - $576.82 $520 - $576	1 New	1 $0
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $939 - $1,051	-2 Reduced 13.33%	13 $6,000
Q4 2023 Jan 18, 2024	BUY	$412.55 - $479.0 $6,188 - $7,185	15 New	15 $7,000
Q2 2020 Aug 12, 2020	SELL	$246.8 - $324.4 $79,963 - $105,105	-324 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	$236.09 - $293.95 $472 - $587	2 Added 0.62%	324 $81,000
Q3 2018 Nov 13, 2018	BUY	$272.73 - $295.76 $272 - $295	1 Added 0.31%	322 $94,000
Q1 2018 May 11, 2018	BUY	$259.62 - $288.66 $519 - $577	2 Added 0.63%	321 $85,000
Q4 2017 Feb 13, 2018	BUY	$253.97 - $271.47 $761 - $814	3 Added 0.95%	319 $86,000
Q3 2017 Nov 13, 2017	BUY	$246.18 - $253.1 $77,792 - $79,979	316	316 $80,000

Others Institutions Holding IVV

# of Institutions

3,442

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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Winch Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History