Wiser Advisor Group LLC Ishares Core S&P 500 ETF Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 721 shares of IVV stock, worth $402,289. This represents 0.62% of its overall portfolio holdings.

Number of Shares
721
Previous 700 3.0%
Holding current value
$402,289
Previous $404 Million 5.17%
% of portfolio
0.62%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $11,980 - $12,822
21 Added 3.0%
721 $424 Million
Q3 2024

Nov 13, 2024
SELL
$520.18 - $576.82 $19,766 - $21,919
-38 Reduced 5.15%
700 $404 Million
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $120,402 - $133,012
242 Added 48.79%
738 $403 Million
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $156,833 - $175,593
334 Added 206.17%
496 $261 Million
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $66,833 - $77,598
162 New
162 $77.3 Million

Others Institutions Holding IVV

# of Institutions
3,903
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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