Global Wealth Strategies & Associates Ishares Core S&P 500 ETF Transaction History

Global Wealth Strategies & Associates

$330 Billion
Q1 2025

A detailed history of Global Wealth Strategies & Associates transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 967 shares of IVV stock, worth $520,100. This represents 0.16% of its overall portfolio holdings.

Number of Shares

967

Previous 910 6.26%

Holding current value

$520,100

Previous $536 Million 1.48%

% of portfolio

0.16%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$554.06 - $615.85 $31,581 - $35,103	57 Added 6.26%	967 $544 Million
Q3 2024 Oct 01, 2024	BUY	$520.18 - $576.82 $289,220 - $320,711	556 Added 157.06%	910 $525 Million
Q2 2024 Jul 02, 2024	BUY	$497.53 - $549.64 $18,906 - $20,886	38 Added 12.03%	354 $194 Million
Q1 2024 Apr 01, 2024	SELL	$469.56 - $525.73 $6,573 - $7,360	-14 Reduced 4.24%	316 $166 Million
Q1 2023 Apr 03, 2023	BUY	$381.13 - $418.66 $21,724 - $23,863	57 Added 20.88%	330 $136 Million
Q4 2022 Jan 17, 2023	BUY	$357.98 - $409.32 $97,728 - $111,744	273 New	273 $105 Million

Others Institutions Holding IVV

# of Institutions

3,886

Shares Held

759M

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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Global Wealth Strategies & Associates Ishares Core S&P 500 ETF Transaction History