Meritas Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 1,496 shares of IVV stock, worth $908,326. This represents 0.53% of its overall portfolio holdings.

Number of Shares

1,496

Previous 1,590 5.91%

Holding current value

$908,326

Previous $917 Million 3.97%

% of portfolio

0.53%

Previous 0.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$570.51 - $610.59 $53,627 - $57,395	-94 Reduced 5.91%	1,496 $881 Million
Q2 2024 Jul 24, 2024	SELL	$497.53 - $549.64 $10,945 - $12,092	-22 Reduced 1.36%	1,590 $870 Million
Q1 2024 Apr 17, 2024	BUY	$469.56 - $525.73 $2,347 - $2,628	5 Added 0.31%	1,612 $847 Million
Q4 2023 Jan 10, 2024	SELL	$412.55 - $479.0 $2,887 - $3,353	-7 Reduced 0.43%	1,607 $767 Million
Q3 2023 Oct 24, 2023	SELL	$427.76 - $460.18 $2,566 - $2,761	-6 Reduced 0.37%	1,614 $693 Million
Q2 2023 Sep 05, 2023	SELL	$406.17 - $445.71 $4,061 - $4,457	-10 Reduced 0.61%	1,620 $722 Million
Q1 2023 Sep 05, 2023	SELL	$381.13 - $418.66 $64,792 - $71,172	-170 Reduced 9.44%	1,630 $670 Million
Q4 2022 Sep 05, 2023	BUY	$357.98 - $409.32 $644,364 - $736,776	1,800 New	1,800 $692 Million

Others Institutions Holding IVV

# of Institutions

3,600

Shares Held

701M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Meritas Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History