Dynasty Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 825,799 shares of IVV stock, worth $506 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares
825,799
Previous 639,855 29.06%
Holding current value
$506 Million
Previous $369 Billion 31.71%
% of portfolio
8.39%
Previous 11.15%

Shares

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

Feb 05, 2025
BUY
$570.51 - $610.59 $106 Million - $114 Million
185,944 Added 29.06%
825,799 $486 Billion
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $8.87 Million - $9.83 Million
-17,043 Reduced 2.59%
639,855 $369 Billion
Q2 2024

Aug 12, 2024
BUY
$497.53 - $549.64 $67.6 Million - $74.6 Million
135,809 Added 26.06%
656,898 $359 Billion
Q1 2024

May 15, 2024
BUY
$469.56 - $525.73 $245 Million - $274 Million
521,089 New
521,089 $274 Billion

Others Institutions Holding IVV

# of Institutions
3,751
Shares Held
730M
Call Options Held
1.48M
Put Options Held
1.18M
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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