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

Clarity Wealth Advisors, LLC

$363 Million
Q4 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 3,173 shares of IVV stock, worth $1.91 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

3,173

Previous 2,978 6.55%

Holding current value

$1.91 Million

Previous $1.72 Million 8.74%

% of portfolio

0.51%

Previous 0.5%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $111,249 - $119,065	195 Added 6.55%	3,173 $1.87 Million
Q3 2024 Oct 18, 2024	BUY	$520.18 - $576.82 $137,327 - $152,280	264 Added 9.73%	2,978 $1.72 Million
Q2 2024 Jul 17, 2024	SELL	$497.53 - $549.64 $1,492 - $1,648	-3 Reduced 0.11%	2,714 $1.49 Million
Q1 2024 Apr 17, 2024	SELL	$469.56 - $525.73 $939 - $1,051	-2 Reduced 0.07%	2,717 $1.43 Million
Q4 2023 Jan 10, 2024	BUY	$412.55 - $479.0 $9,488 - $11,017	23 Added 0.85%	2,719 $1.3 Million
Q3 2023 Nov 06, 2023	BUY	$427.76 - $460.18 $133,888 - $144,036	313 Added 13.13%	2,696 $1.16 Million
Q2 2023 Jul 28, 2023	SELL	$406.17 - $445.71 $5,686 - $6,239	-14 Reduced 0.58%	2,383 $1.06 Million
Q1 2023 May 10, 2023	BUY	$381.13 - $418.66 $13,339 - $14,653	35 Added 1.48%	2,397 $985,000
Q4 2022 Feb 06, 2023	SELL	$357.98 - $409.32 $10,739 - $12,279	-30 Reduced 1.25%	2,362 $907,000
Q3 2022 Nov 01, 2022	BUY	$358.65 - $432.04 $1,075 - $1,296	3 Added 0.13%	2,392 $858,000
Q2 2022 Jul 19, 2022	BUY	$366.99 - $458.8 $12,110 - $15,140	33 Added 1.4%	2,389 $905,000
Q1 2022 May 02, 2022	SELL	$418.06 - $479.84 $3,762 - $4,318	-9 Reduced 0.38%	2,356 $1.07 Million
Q4 2021 Jan 25, 2022	SELL	$430.29 - $479.53 $4,733 - $5,274	-11 Reduced 0.46%	2,365 $1.13 Million
Q3 2021 Oct 20, 2021	BUY	$426.8 - $455.27 $196,328 - $209,424	460 Added 24.01%	2,376 $1.02 Million
Q2 2021 Aug 12, 2021	BUY	$402.08 - $429.92 $3,618 - $3,869	9 Added 0.47%	1,916 $823,000
Q1 2021 Apr 28, 2021	SELL	$370.22 - $398.75 $10,736 - $11,563	-29 Reduced 1.5%	1,907 $758,000
Q4 2020 Feb 04, 2021	SELL	$327.62 - $375.39 $21,622 - $24,775	-66 Reduced 3.3%	1,936 $726,000
Q3 2020 Oct 13, 2020	BUY	$311.81 - $359.24 $24,321 - $28,020	78 Added 4.05%	2,002 $672,000
Q2 2020 Aug 04, 2020	BUY	$246.8 - $324.4 $53,062 - $69,746	215 Added 12.58%	1,924 $595,000
Q1 2020 Apr 29, 2020	BUY	$224.65 - $339.88 $28,305 - $42,824	126 Added 7.96%	1,709 $441,000
Q4 2019 Feb 10, 2020	BUY	$289.63 - $324.32 $458,484 - $513,398	1,583 New	1,583 $511,000

Others Institutions Holding IVV

# of Institutions

3,834

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

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