Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History

Northwest Financial Advisors

$126 Billion
Q3 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 1,741 shares of IVV stock, worth $1.05 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

1,741

Previous 4,904 64.5%

Holding current value

$1.05 Million

Previous $2.68 Billion 62.58%

% of portfolio

0.8%

Previous 1.86%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $1.65 Million - $1.82 Million	-3,163 Reduced 64.5%	1,741 $1 Billion
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $155,229 - $171,487	312 Added 6.79%	4,904 $2.68 Billion
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $593,993 - $665,048	1,265 Added 38.02%	4,592 $2.41 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $1.37 Million - $1.59 Million	3,327 New	3,327 $1.59 Billion

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History