Geometric Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,318 shares of IVV stock, worth $1.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,318
Previous 1,873 23.76%
Holding current value
$1.4 Million
Previous $1.02 Million 30.57%
% of portfolio
0.26%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$520.18 - $576.82 $231,480 - $256,684
445 Added 23.76%
2,318 $1.34 Million
Q1 2024

May 07, 2024
BUY
$469.56 - $525.73 $415,091 - $464,745
884 Added 89.38%
1,873 $984,000
Q3 2023

Oct 12, 2023
SELL
$427.76 - $460.18 $131,322 - $141,275
-307 Reduced 23.69%
989 $424,000
Q2 2023

Jul 17, 2023
BUY
$406.17 - $445.71 $124,694 - $136,832
307 Added 31.04%
1,296 $577,000
Q1 2023

May 01, 2023
SELL
$381.13 - $418.66 $112,433 - $123,504
-295 Reduced 22.98%
989 $406,000
Q4 2022

Jan 09, 2023
BUY
$357.98 - $409.32 $459,646 - $525,566
1,284 New
1,284 $0

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
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
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