Wr Wealth Planners, LLC Ishares Core S&P 500 ETF Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 7,155 shares of IVV stock, worth $4.04 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

7,155

Previous 7,267 1.54%

Holding current value

$4.04 Million

Previous $3.82 Million 2.49%

% of portfolio

1.23%

Previous 1.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$497.53 - $549.64 $55,723 - $61,559	-112 Reduced 1.54%	7,155 $3.92 Million
Q1 2024 Jul 31, 2024	BUY	$469.56 - $525.73 $41,321 - $46,264	88 Added 1.23%	7,267 $3.82 Million
Q4 2023 Jul 30, 2024	BUY	$412.55 - $479.0 $2.96 Million - $3.44 Million	7,179 New	7,179 $3.43 Million
Q3 2023 Aug 01, 2024	BUY	$427.76 - $460.18 $115,067 - $123,788	269 Added 3.46%	8,035 $3.45 Billion
Q2 2023 Aug 01, 2024	BUY	$406.17 - $445.71 $248,169 - $272,328	611 Added 8.54%	7,766 $3.46 Billion
Q1 2023 Aug 01, 2024	BUY	$381.13 - $418.66 $179,131 - $196,770	470 Added 6.57%	7,625 $3.13 Billion

Others Institutions Holding IVV

# of Institutions

3,323

Shares Held

658M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Wr Wealth Planners, LLC Ishares Core S&P 500 ETF Transaction History