A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 26,009 shares of IVV stock, worth $15.7 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
26,009
Previous 27,490 5.39%
Holding current value
$15.7 Million
Previous $15 Million 0.27%
% of portfolio
4.73%
Previous 4.45%

Shares

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

Nov 05, 2024

SELL
$520.18 - $576.82 $770,386 - $854,270
-1,481 Reduced 5.39%
26,009 $15 Million
Q2 2024

Aug 14, 2024

BUY
$497.53 - $549.64 $13.2 Million - $14.5 Million
26,451 Added 2545.81%
27,490 $15 Million
Q1 2024

May 03, 2024

SELL
$469.56 - $525.73 $11.6 Million - $13 Million
-24,634 Reduced 95.95%
1,039 $546,000
Q4 2023

Jan 23, 2024

SELL
$412.55 - $479.0 $1,237 - $1,437
-3 Reduced 0.01%
25,673 $12.3 Million
Q3 2023

Nov 06, 2023

BUY
$427.76 - $460.18 $618,968 - $665,880
1,447 Added 5.97%
25,676 $11 Million
Q3 2022

Oct 30, 2023

BUY
$358.65 - $432.04 $8.69 Million - $10.5 Million
24,229 New
24,229 $10.4 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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