Abound Wealth Management Ishares Core S&P 500 ETF Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

A detailed history of Abound Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Abound Wealth Management holds 35,035 shares of IVV stock, worth $20.9 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares

35,035

Previous 34,347 2.0%

Holding current value

$20.9 Million

Previous $19.8 Billion 4.1%

% of portfolio

6.62%

Previous 6.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $392,510 - $420,085	688 Added 2.0%	35,035 $20.6 Billion
Q3 2024 Nov 04, 2024	BUY	$520.18 - $576.82 $209,632 - $232,458	403 Added 1.19%	34,347 $19.8 Billion
Q2 2024 Aug 09, 2024	SELL	$497.53 - $549.64 $101,496 - $112,126	-204 Reduced 0.6%	33,944 $18.6 Billion
Q1 2024 Aug 08, 2024	BUY	$469.56 - $525.73 $101,424 - $113,557	216 Added 0.64%	34,148 $18 Billion
Q4 2023 Aug 08, 2024	BUY	$412.55 - $479.0 $36,716 - $42,631	89 Added 0.26%	33,932 $16.2 Billion
Q3 2023 Aug 08, 2024	SELL	$427.76 - $460.18 $120,628 - $129,770	-282 Reduced 0.83%	33,843 $14.5 Billion
Q2 2023 Aug 08, 2024	BUY	$406.17 - $445.71 $287,162 - $315,116	707 Added 2.12%	34,125 $15.2 Billion
Q1 2023 Aug 07, 2024	BUY	$381.13 - $418.66 $12.7 Million - $14 Million	33,418 New	33,418 $13.7 Billion
Q4 2022 Aug 07, 2024	BUY	$357.98 - $409.32 $270,632 - $309,445	756 Added 2.3%	33,616 $12.9 Billion
Q3 2022 Aug 07, 2024	SELL	$358.65 - $432.04 $200,126 - $241,078	-558 Reduced 1.67%	32,860 $11.8 Billion
Q2 2022 Aug 12, 2024	SELL	$366.99 - $458.8 $3.52 Million - $4.4 Million	-9,594 Reduced 28.26%	24,350 $9.23 Billion
Q1 2022 Aug 12, 2024	BUY	$418.06 - $479.84 $842,390 - $966,877	2,015 Added 14.55%	15,865 $7.2 Billion
Q4 2021 Aug 12, 2024	SELL	$430.29 - $479.53 $8.65 Million - $9.64 Million	-20,094 Reduced 59.2%	13,850 $6.61 Billion

Others Institutions Holding IVV

# of Institutions

3,840

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Abound Wealth Management Ishares Core S&P 500 ETF Transaction History