Mittelman Wealth Management Ishares Core S&P 500 ETF Transaction History

Mittelman Wealth Management

  • $107 Billion
  • Q4 2024

A detailed history of Mittelman Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 1,206 shares of IVV stock, worth $720,319. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,211 0.41%
Holding current value
$720,319
Previous $699 Million 1.63%
% of portfolio
0.66%
Previous 0.4%

Shares

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

Feb 18, 2025
SELL
$570.51 - $610.59 $2,852 - $3,052
-5 Reduced 0.41%
1,206 $710 Million
Q3 2024

Nov 15, 2024
SELL
$520.18 - $576.82 $13,004 - $14,420
-25 Reduced 2.02%
1,211 $699 Million
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $39,304 - $43,421
-79 Reduced 6.01%
1,236 $676 Million
Q1 2024

May 06, 2024
BUY
$469.56 - $525.73 $617,471 - $691,334
1,315 New
1,315 $691 Million

Others Institutions Holding IVV

# of Institutions
3,843
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
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