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

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 502 shares of IVV stock, worth $294,116. This represents 0.21% of its overall portfolio holdings.

Number of Shares
502
Previous 406 23.65%
Holding current value
$294,116
Previous $234,000 26.07%
% of portfolio
0.21%
Previous 0.16%

Shares

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

Feb 14, 2025
BUY
$570.51 - $610.59 $54,768 - $58,616
96 Added 23.65%
502 $295,000
Q3 2024

Nov 14, 2024
BUY
$520.18 - $576.82 $1,040 - $1,153
2 Added 0.5%
406 $234,000
Q2 2024

Aug 14, 2024
SELL
$497.53 - $549.64 $9,453 - $10,443
-19 Reduced 4.49%
404 $221,000
Q1 2024

May 15, 2024
SELL
$469.56 - $525.73 $12,678 - $14,194
-27 Reduced 6.0%
423 $222,000
Q4 2023

Feb 07, 2024
BUY
$412.55 - $479.0 $185,647 - $215,550
450 New
450 $214,000
Q2 2023

Aug 11, 2023
SELL
$406.17 - $445.71 $172,216 - $188,981
-424 Reduced 48.02%
459 $204,000
Q1 2023

May 12, 2023
BUY
$381.13 - $418.66 $336,537 - $369,676
883 New
883 $363,000
Q2 2022

Aug 15, 2022
SELL
$366.99 - $458.8 $171,751 - $214,718
-468 Closed
0 $0
Q1 2022

Apr 22, 2022
BUY
$418.06 - $479.84 $418 - $479
1 Added 0.21%
468 $212,000
Q4 2021

Jan 19, 2022
BUY
$430.29 - $479.53 $200,945 - $223,940
467 New
467 $223,000

Others Institutions Holding IVV

# of Institutions
3,849
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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