Discipline Wealth Solutions, LLC Ishares Core S&P 500 ETF Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,654 shares of IVV stock, worth $2.64 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
4,654
Previous 4,555 2.17%
Holding current value
$2.64 Million
Previous $2.63 Million 4.26%
% of portfolio
1.33%
Previous 1.44%

Shares

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

Feb 26, 2025
BUY
$570.51 - $610.59 $56,480 - $60,448
99 Added 2.17%
4,654 $2.74 Million
Q3 2024

Nov 19, 2024
BUY
$520.18 - $576.82 $2.17 Million - $2.41 Million
4,172 Added 1089.3%
4,555 $2.63 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $190,553 - $210,512
383 New
383 $209,000

Others Institutions Holding IVV

# of Institutions
3,868
Shares Held
762M
Call Options Held
1.94M
Put Options Held
2.31M
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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