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 $68,124. This represents 0.05% of its overall portfolio holdings.

Number of Shares
113
Holding current value
$68,124
% 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
3,838
Shares Held
761M
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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