Axim Planning & Wealth Ishares Core S&P 500 ETF Transaction History

Axim Planning & Wealth

  • $88.8 Million
  • Q3 2024

A detailed history of Axim Planning & Wealth transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 600 shares of IVV stock, worth $347,694. This represents 0.39% of its overall portfolio holdings.

Number of Shares
600
Previous 466 28.76%
Holding current value
$347,694
Previous $255,000 35.69%
% of portfolio
0.39%
Previous 0.31%

Shares

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

Nov 05, 2024
BUY
$520.18 - $576.82 $69,704 - $77,293
134 Added 28.76%
600 $346,000
Q2 2024

Jul 29, 2024
BUY
$497.53 - $549.64 $231,848 - $256,132
466 New
466 $255,000
Q4 2023

Jan 25, 2024
BUY
$412.55 - $479.0 $211,638 - $245,727
513 New
513 $245,000
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $4,303 - $5,184
12 New
12 $4,000

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
671M
Call Options Held
714K
Put Options Held
952K
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 Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth 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 Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email