A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,048 shares of IVV stock, worth $2.37 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
4,048
Previous 9,225 56.12%
Holding current value
$2.37 Million
Previous $5.05 Million 53.76%
% of portfolio
1.06%
Previous 2.11%

Shares

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

Oct 24, 2024

SELL
$520.18 - $576.82 $2.69 Million - $2.99 Million
-5,177 Reduced 56.12%
4,048 $2.33 Million
Q2 2024

Jul 18, 2024

SELL
$497.53 - $549.64 $3.38 Million - $3.73 Million
-6,793 Reduced 42.41%
9,225 $5.05 Million
Q1 2024

May 09, 2024

SELL
$469.56 - $525.73 $1.26 Million - $1.41 Million
-2,674 Reduced 14.31%
16,018 $8.42 Million
Q4 2023

Jan 10, 2024

SELL
$412.55 - $479.0 $195,136 - $226,567
-473 Reduced 2.47%
18,692 $8.93 Million
Q3 2023

Oct 10, 2023

SELL
$427.76 - $460.18 $339,641 - $365,382
-794 Reduced 3.98%
19,165 $8.23 Million
Q2 2023

Jul 20, 2023

BUY
$406.17 - $445.71 $307,470 - $337,402
757 Added 3.94%
19,959 $8.9 Million
Q1 2023

Apr 12, 2023

BUY
$381.13 - $418.66 $489,370 - $537,559
1,284 Added 7.17%
19,202 $7.89 Million
Q4 2022

Jan 26, 2023

BUY
$357.98 - $409.32 $461,436 - $527,613
1,289 Added 7.75%
17,918 $0
Q3 2022

Oct 20, 2022

BUY
$358.65 - $432.04 $293,017 - $352,976
817 Added 5.17%
16,629 $5.96 Million
Q2 2022

Jul 28, 2022

SELL
$366.99 - $458.8 $103,858 - $129,840
-283 Reduced 1.76%
15,812 $6 Million
Q1 2022

Apr 27, 2022

BUY
$418.06 - $479.84 $54,347 - $62,379
130 Added 0.81%
16,095 $7.3 Million
Q4 2021

Feb 08, 2022

BUY
$430.29 - $479.53 $588,636 - $655,997
1,368 Added 9.37%
15,965 $7.62 Million
Q3 2021

Nov 02, 2021

BUY
$426.8 - $455.27 $351,256 - $374,687
823 Added 5.98%
14,597 $6.29 Million
Q2 2021

Jul 30, 2021

BUY
$402.08 - $429.92 $32,166 - $34,393
80 Added 0.58%
13,774 $5.92 Million
Q1 2021

Apr 28, 2021

BUY
$370.22 - $398.75 $134,019 - $144,347
362 Added 2.72%
13,694 $5.45 Million
Q4 2020

Feb 03, 2021

BUY
$327.62 - $375.39 $4.37 Million - $5 Million
13,332 New
13,332 $5.01 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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