Aspen Wealth Strategies, LLC Ishares Core S&P 500 ETF Transaction History

Aspen Wealth Strategies, LLC

  • $155 Billion
  • Q3 2024

A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 32,090 shares of IVV stock, worth $18.8 Million. This represents 11.93% of its overall portfolio holdings.

Number of Shares
32,090
Previous 30,854 4.01%
Holding current value
$18.8 Million
Previous $17.3 Billion 7.12%
% of portfolio
11.93%
Previous 12.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$520.18 - $576.82 $642,942 - $712,949
1,236 Added 4.01%
32,090 $18.5 Billion
Q2 2024

Jul 19, 2024
BUY
$497.53 - $549.64 $76,122 - $84,094
153 Added 0.5%
30,854 $17.3 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $2.52 Million - $2.82 Million
5,369 Added 21.19%
30,701 $16.1 Billion
Q4 2023

Jan 30, 2024
BUY
$412.55 - $479.0 $8.81 Million - $10.2 Million
21,345 Added 535.36%
25,332 $12.1 Billion
Q3 2023

Nov 01, 2023
BUY
$427.76 - $460.18 $1.71 Million - $1.83 Million
3,987 New
3,987 $1.71 Billion

Others Institutions Holding IVV

# of Institutions
3,380
Shares Held
671M
Call Options Held
714K
Put Options Held
952K
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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