A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 89,327 shares of IVV stock, worth $54 Million. This represents 21.27% of its overall portfolio holdings.

Number of Shares
89,327
Previous 87,928 1.59%
Holding current value
$54 Million
Previous $48.1 Million 7.08%
% of portfolio
21.27%
Previous 21.59%

Shares

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

Oct 07, 2024

BUY
$520.18 - $576.82 $727,731 - $806,971
1,399 Added 1.59%
89,327 $51.5 Million
Q2 2024

Jul 12, 2024

BUY
$497.53 - $549.64 $1.21 Million - $1.34 Million
2,438 Added 2.85%
87,928 $48.1 Million
Q1 2024

Apr 18, 2024

BUY
$469.56 - $525.73 $1.49 Million - $1.66 Million
3,163 Added 3.84%
85,490 $44.9 Million
Q4 2023

Jan 11, 2024

BUY
$412.55 - $479.0 $7.54 Million - $8.75 Million
18,277 Added 28.54%
82,327 $39.3 Million
Q3 2023

Oct 11, 2023

BUY
$427.76 - $460.18 $402,949 - $433,489
942 Added 1.49%
64,050 $27.5 Million
Q2 2023

Jul 13, 2023

BUY
$406.17 - $445.71 $5.57 Million - $6.11 Million
13,709 Added 27.75%
63,108 $28.1 Million
Q1 2023

Apr 06, 2023

BUY
$381.13 - $418.66 $755,780 - $830,202
1,983 Added 4.18%
49,399 $20.3 Million
Q4 2022

Jan 25, 2023

BUY
$357.98 - $409.32 $850,918 - $972,953
2,377 Added 5.28%
47,416 $0
Q3 2022

Oct 20, 2022

BUY
$358.65 - $432.04 $569,894 - $686,511
1,589 Added 3.66%
45,039 $16.2 Million
Q2 2022

Jul 27, 2022

BUY
$366.99 - $458.8 $1.02 Million - $1.27 Million
2,774 Added 6.82%
43,450 $16.5 Million
Q1 2022

May 16, 2022

BUY
$418.06 - $479.84 $5.44 Million - $6.25 Million
13,023 Added 47.09%
40,676 $18.5 Million
Q4 2021

Feb 14, 2022

BUY
$430.29 - $479.53 $11.9 Million - $13.3 Million
27,653 New
27,653 $13.2 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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