Aletheian Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 12,135 shares of IVV stock, worth $7.33 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
12,135
Previous 17,476 30.56%
Holding current value
$7.33 Million
Previous $9.56 Million 26.81%
% of portfolio
4.28%
Previous 5.23%

Shares

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

Oct 25, 2024
SELL
$520.18 - $576.82 $2.78 Million - $3.08 Million
-5,341 Reduced 30.56%
12,135 $7 Million
Q1 2024

Apr 15, 2024
SELL
$469.56 - $525.73 $26,764 - $29,966
-57 Reduced 0.33%
17,476 $9.19 Million
Q4 2023

Jan 05, 2024
SELL
$412.55 - $479.0 $64,357 - $74,724
-156 Reduced 0.88%
17,533 $8.37 Million
Q3 2023

Oct 04, 2023
BUY
$427.76 - $460.18 $360,601 - $387,931
843 Added 5.0%
17,689 $7.6 Million
Q2 2023

Jul 13, 2023
SELL
$406.17 - $445.71 $487,810 - $535,297
-1,201 Reduced 6.65%
16,846 $7.51 Million
Q1 2023

May 11, 2023
SELL
$381.13 - $418.66 $73,176 - $80,382
-192 Reduced 1.05%
18,047 $7.42 Million
Q4 2022

Jan 17, 2023
SELL
$357.98 - $409.32 $23,626 - $27,015
-66 Reduced 0.36%
18,239 $0
Q3 2022

Oct 14, 2022
SELL
$358.65 - $432.04 $26,181 - $31,538
-73 Reduced 0.4%
18,305 $6.57 Million
Q2 2022

Jul 11, 2022
SELL
$366.99 - $458.8 $244,048 - $305,102
-665 Reduced 3.49%
18,378 $6.97 Million
Q1 2022

Apr 18, 2022
SELL
$418.06 - $479.84 $1.77 Million - $2.03 Million
-4,228 Reduced 18.17%
19,043 $8.64 Million
Q4 2021

Apr 12, 2022
BUY
$430.29 - $479.53 $10 Million - $11.2 Million
23,271 New
23,271 $11.1 Million

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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