Dougherty Wealth Advisers LLC Ishares Core S&P 500 ETF Transaction History

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 113 shares of IVV stock, worth $69,030. This represents 0.05% of its overall portfolio holdings.

Number of Shares
113
Holding current value
$69,030
% of portfolio
0.05%

Shares

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

Jan 24, 2025
BUY
$570.51 - $610.59 $64,467 - $68,996
113 New
113 $66,000
Q1 2022

Apr 29, 2022
SELL
$418.06 - $479.84 $114,548 - $131,476
-274 Reduced 44.84%
337 $153,000
Q3 2021

Nov 02, 2021
SELL
$426.8 - $455.27 $55,484 - $59,185
-130 Reduced 17.54%
611 $263,000
Q4 2019

Feb 07, 2020
SELL
$289.63 - $324.32 $9,847 - $11,026
-34 Reduced 4.39%
741 $240,000
Q4 2018

Feb 11, 2019
BUY
$236.09 - $293.95 $182,969 - $227,811
775 New
775 $211,000

Others Institutions Holding IVV

# of Institutions
3,525
Shares Held
688M
Call Options Held
1.45M
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
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email