A detailed history of United Advisor Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 4,262 shares of IVV stock, worth $2.55 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
4,262
Previous 1,673 154.75%
Holding current value
$2.55 Million
Previous $915,000 168.63%
% of portfolio
0.58%
Previous 0.3%

Shares

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

Oct 30, 2024

BUY
$520.18 - $576.82 $1.35 Million - $1.49 Million
2,589 Added 154.75%
4,262 $2.46 Million
Q2 2024

Aug 08, 2024

BUY
$497.53 - $549.64 $410,959 - $454,002
826 Added 97.52%
1,673 $915,000
Q1 2024

May 14, 2024

BUY
$469.56 - $525.73 $159,180 - $178,222
339 Added 66.73%
847 $445,000
Q4 2023

Feb 15, 2024

BUY
$412.55 - $479.0 $209,575 - $243,332
508 New
508 $242,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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