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

Gitterman Wealth Management, LLC

$236 Million
Q4 2024

A detailed history of Gitterman Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 7,346 shares of IVV stock, worth $4.25 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

7,346

Previous 7,344 0.03%

Holding current value

$4.25 Million

Previous $4.24 Million 2.08%

% of portfolio

1.83%

Previous 1.78%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$570.51 - $610.59 $1,141 - $1,221	2 Added 0.03%	7,346 $4.32 Million
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $66,062 - $73,256	127 Added 1.76%	7,344 $4.24 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $497 - $549	1 Added 0.01%	7,217 $3.95 Million
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $939 - $1,051	2 Added 0.03%	7,216 $3.79 Million
Q4 2023 Feb 05, 2024	BUY	$412.55 - $479.0 $2,062 - $2,395	5 Added 0.07%	7,214 $3.45 Million
Q3 2023 Nov 02, 2023	SELL	$427.76 - $460.18 $356,751 - $383,790	-834 Reduced 10.37%	7,209 $3.1 Million
Q2 2023 Aug 08, 2023	SELL	$406.17 - $445.71 $378,144 - $414,956	-931 Reduced 10.37%	8,043 $3.58 Million
Q1 2023 May 12, 2023	SELL	$381.13 - $418.66 $154,357 - $169,557	-405 Reduced 4.32%	8,974 $3.69 Million
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $331,131 - $378,621	-925 Reduced 8.98%	9,379 $3.6 Million
Q3 2022 Oct 27, 2022	SELL	$358.65 - $432.04 $1.88 Million - $2.27 Million	-5,244 Reduced 33.73%	10,304 $3.69 Million
Q2 2022 Aug 03, 2022	SELL	$366.99 - $458.8 $562,595 - $703,340	-1,533 Reduced 8.97%	15,548 $5.9 Million
Q1 2022 May 12, 2022	SELL	$418.06 - $479.84 $1.23 Million - $1.41 Million	-2,945 Reduced 14.71%	17,081 $7.75 Million
Q4 2021 Feb 01, 2022	SELL	$430.29 - $479.53 $3.17 Million - $3.53 Million	-7,367 Reduced 26.89%	20,026 $9.55 Million
Q3 2021 Nov 09, 2021	SELL	$426.8 - $455.27 $1.93 Million - $2.06 Million	-4,520 Reduced 14.16%	27,393 $11.8 Million
Q2 2021 Jul 30, 2021	SELL	$402.08 - $429.92 $22.5 Million - $24 Million	-55,936 Reduced 63.67%	31,913 $13.7 Million
Q1 2021 May 14, 2021	BUY	$370.22 - $398.75 $32.5 Million - $35 Million	87,849 New	87,849 $34.9 Million

Others Institutions Holding IVV

# of Institutions

3,859

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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