Wiser Advisor Group LLC Ishares Core S&P 500 ETF Transaction History

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 721 shares of IVV stock, worth $408,504. This represents 0.62% of its overall portfolio holdings.

Number of Shares
721
Previous 700 3.0%
Holding current value
$408,504
Previous $404 Million 5.17%
% of portfolio
0.62%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $11,980 - $12,822
21 Added 3.0%
721 $424 Million
Q3 2024

Nov 13, 2024
SELL
$520.18 - $576.82 $19,766 - $21,919
-38 Reduced 5.15%
700 $404 Million
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $120,402 - $133,012
242 Added 48.79%
738 $403 Million
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $156,833 - $175,593
334 Added 206.17%
496 $261 Million
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $66,833 - $77,598
162 New
162 $77.3 Million

Others Institutions Holding IVV

# of Institutions
3,873
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email