A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 21,565 shares of IVV stock, worth $12.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
21,565
Previous 4,682 360.59%
Holding current value
$12.7 Million
Previous $1.78 Million 335.72%
% of portfolio
0.54%
Previous 0.21%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022

BUY
$358.65 - $432.04 $6.06 Million - $7.29 Million
16,883 Added 360.59%
21,565 $7.73 Million
Q2 2022

Jul 07, 2022

SELL
$366.99 - $458.8 $78,902 - $98,642
-215 Reduced 4.39%
4,682 $1.78 Million
Q1 2022

Apr 22, 2022

BUY
$418.06 - $479.84 $1.05 Million - $1.21 Million
2,517 Added 105.76%
4,897 $2.22 Million
Q4 2021

Jan 28, 2022

SELL
$430.29 - $479.53 $6,024 - $6,713
-14 Reduced 0.58%
2,380 $1.14 Million
Q3 2021

Oct 13, 2021

SELL
$426.8 - $455.27 $11,523 - $12,292
-27 Reduced 1.12%
2,394 $1.03 Million
Q2 2021

Jul 29, 2021

SELL
$402.08 - $429.92 $79,209 - $84,694
-197 Reduced 7.52%
2,421 $1.04 Million
Q1 2021

May 06, 2021

SELL
$370.22 - $398.75 $19,991 - $21,532
-54 Reduced 2.02%
2,618 $1.04 Million
Q4 2020

Feb 02, 2021

BUY
$327.62 - $375.39 $875,400 - $1 Million
2,672 New
2,672 $1 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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

Track Wipfli Financial Advisors Llc, Portfolio

Follow Wipfli Financial Advisors 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 Wipfli Financial Advisors Llc,, based on Form 13F filings with the SEC.

News

Stay updated on Wipfli Financial Advisors Llc, with notifications on news.