Archetype Wealth Partners Ishares Core S&P 500 ETF Transaction History

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

A detailed history of Archetype Wealth Partners transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 920 shares of IVV stock, worth $516,561. This represents 0.08% of its overall portfolio holdings.

Number of Shares
920
Previous 1,423 35.35%
Holding current value
$516,561
Previous $821,000 33.98%
% of portfolio
0.08%
Previous 0.12%

Shares

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

Feb 14, 2025
SELL
$570.51 - $610.59 $286,966 - $307,126
-503 Reduced 35.35%
920 $542,000
Q3 2024

Nov 14, 2024
BUY
$520.18 - $576.82 $26,008 - $28,841
50 Added 3.64%
1,423 $821,000
Q2 2024

Aug 15, 2024
BUY
$497.53 - $549.64 $4,975 - $5,496
10 Added 0.73%
1,373 $751,000
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $9,391 - $10,514
20 Added 1.49%
1,363 $717,000
Q3 2023

Nov 13, 2023
BUY
$427.76 - $460.18 $8,127 - $8,743
19 Added 1.44%
1,343 $577,000
Q1 2023

May 10, 2023
SELL
$381.13 - $418.66 $7,241 - $7,954
-19 Reduced 1.41%
1,324 $544,000
Q4 2022

Feb 14, 2023
SELL
$357.98 - $409.32 $4,295 - $4,911
-12 Reduced 0.89%
1,343 $516,000
Q2 2022

Aug 15, 2022
SELL
$366.99 - $458.8 $9,174 - $11,470
-25 Reduced 1.81%
1,355 $514,000
Q1 2022

May 12, 2022
SELL
$418.06 - $479.84 $11,287 - $12,955
-27 Reduced 1.92%
1,380 $626,000
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $17,641 - $19,660
-41 Reduced 2.83%
1,407 $671,000
Q3 2021

Nov 12, 2021
BUY
$426.8 - $455.27 $20,059 - $21,397
47 Added 3.35%
1,448 $624,000
Q3 2020

Oct 15, 2020
BUY
$311.81 - $359.24 $161,829 - $186,445
519 Added 58.84%
1,401 $471,000
Q2 2020

Aug 13, 2020
BUY
$246.8 - $324.4 $217,677 - $286,120
882 New
882 $273,000
Q1 2020

May 15, 2020
SELL
$224.65 - $339.88 $146,022 - $220,922
-650 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$289.63 - $324.32 $188,259 - $210,808
650 New
650 $210,000

Others Institutions Holding IVV

# of Institutions
3,864
Shares Held
762M
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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