Blue Zone Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Blue Zone Wealth Advisors, LLC

  • $318 Million
  • Q4 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 541 shares of IVV stock, worth $326,655. This represents 0.1% of its overall portfolio holdings.

Number of Shares
541
Previous 556 2.7%
Holding current value
$326,655
Previous $320,000 0.63%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 30, 2025
SELL
$570.51 - $610.59 $8,557 - $9,158
-15 Reduced 2.7%
541 $318,000
Q3 2024

Oct 07, 2024
BUY
$520.18 - $576.82 $88,950 - $98,636
171 Added 44.42%
556 $320,000
Q2 2024

Jul 12, 2024
SELL
$497.53 - $549.64 $75,624 - $83,545
-152 Reduced 28.31%
385 $210,000
Q1 2024

Apr 17, 2024
BUY
$469.56 - $525.73 $252,153 - $282,317
537 New
537 $282,000

Others Institutions Holding IVV

# of Institutions
3,638
Shares Held
718M
Call Options Held
1.44M
Put Options Held
1.1M
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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