Better Money Decisions, LLC Ishares Core S&P 500 ETF Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Better Money Decisions, LLC holds 1,627 shares of IVV stock, worth $953,243. This represents 0.67% of its overall portfolio holdings.

Number of Shares

1,627

Previous 1,639 0.73%

Holding current value

$953,243

Previous $945,000 1.27%

% of portfolio

0.67%

Previous 0.67%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$570.51 - $610.59 $6,846 - $7,327	-12 Reduced 0.73%	1,627 $957,000
Q3 2024 Oct 25, 2024	SELL	$520.18 - $576.82 $110,798 - $122,862	-213 Reduced 11.5%	1,639 $945,000
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $10,945 - $12,092	22 Added 1.2%	1,852 $1.01 Million
Q1 2024 May 01, 2024	BUY	$469.56 - $525.73 $300,987 - $336,992	641 Added 53.91%	1,830 $962,000
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $1,650 - $1,916	4 Added 0.34%	1,189 $567,000
Q3 2023 Nov 08, 2023	BUY	$427.76 - $460.18 $1,711 - $1,840	4 Added 0.34%	1,185 $508,000
Q2 2023 Aug 09, 2023	SELL	$406.17 - $445.71 $2,437 - $2,674	-6 Reduced 0.51%	1,181 $526,000
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $35,445 - $38,935	93 Added 8.5%	1,187 $487,000
Q4 2022 Feb 14, 2023	SELL	$357.98 - $409.32 $106,678 - $121,977	-298 Reduced 21.41%	1,094 $420,000
Q3 2022 Oct 28, 2022	BUY	$358.65 - $432.04 $2,151 - $2,592	6 Added 0.43%	1,392 $499,000
Q2 2022 Aug 05, 2022	BUY	$366.99 - $458.8 $70,462 - $88,089	192 Added 16.08%	1,386 $526,000
Q1 2022 May 13, 2022	SELL	$418.06 - $479.84 $418 - $479	-1 Reduced 0.08%	1,194 $542,000
Q4 2021 Feb 14, 2022	SELL	$430.29 - $479.53 $59,380 - $66,175	-138 Reduced 10.35%	1,195 $570,000
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $139,563 - $148,873	327 Added 32.5%	1,333 $574,000
Q2 2021 Jul 22, 2021	BUY	$402.08 - $429.92 $804 - $859	2 Added 0.2%	1,006 $433,000
Q1 2021 May 04, 2021	BUY	$370.22 - $398.75 $371,700 - $400,345	1,004 New	1,004 $399,000

Others Institutions Holding IVV

# of Institutions

3,849

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Ishares Core S&P 500 ETF Transaction History