Apriem Advisors Ishares Core S&P 500 ETF Transaction History

Apriem Advisors

$849 Million
Q3 2024

A detailed history of Apriem Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Apriem Advisors holds 758 shares of IVV stock, worth $463,054. This represents 0.05% of its overall portfolio holdings.

Number of Shares

758

Previous 872 13.07%

Holding current value

$463,054

Previous $477,000 8.39%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $59,300 - $65,757	-114 Reduced 13.07%	758 $437,000
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $71,146 - $78,598	143 Added 19.62%	872 $477,000
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $311,787 - $349,084	-664 Reduced 47.67%	729 $383,000
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $574,682 - $667,247	1,393 New	1,393 $665,000
Q3 2022 Nov 14, 2022	BUY	$358.65 - $432.04 $239,219 - $288,170	667 New	667 $239,000
Q4 2019 Feb 10, 2020	SELL	$289.63 - $324.32 $306,138 - $342,806	-1,057 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$285.57 - $303.77 $11,422 - $12,150	-40 Reduced 3.65%	1,057 $316,000
Q1 2019 May 15, 2019	BUY	$245.43 - $286.57 $4,172 - $4,871	17 Added 1.57%	1,097 $312,000
Q4 2018 Feb 19, 2019	BUY	$236.09 - $293.95 $35,413 - $44,092	150 Added 16.13%	1,080 $272,000
Q2 2018 Aug 14, 2018	BUY	$259.21 - $280.89 $241,065 - $261,227	930 New	930 $254,000

Others Institutions Holding IVV

# of Institutions

3,525

Shares Held

688M

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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