Independent Solutions Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Dec 19, 2024	SELL	$39.63 - $46.73 $20,052 - $23,645	-506 Reduced 9.06%	5,078 $237 Million
Q3 2023 Dec 19, 2024	SELL	$41.15 - $44.69 $809,255 - $878,873	-19,666 Reduced 77.89%	5,584 $230 Million
Q2 2023 Dec 19, 2024	SELL	$40.17 - $43.27 $11,609 - $12,505	-289 Reduced 1.13%	25,250 $1.09 Billion
Q1 2023 Dec 19, 2024	SELL	$38.68 - $42.77 $78,713 - $87,036	-2,035 Reduced 7.38%	25,539 $1.04 Billion
Q4 2022 Dec 19, 2024	SELL	$34.79 - $40.71 $31,867 - $37,290	-916 Reduced 3.22%	27,574 $1.07 Billion
Q3 2022 Dec 19, 2024	BUY	$34.49 - $40.43 $331,759 - $388,896	9,619 Added 50.97%	28,490 $983 Million
Q2 2022 Dec 19, 2024	SELL	$35.93 - $42.52 $5,066 - $5,995	-141 Reduced 0.74%	18,871 $695 Million
Q1 2022 Dec 19, 2024	SELL	$39.54 - $42.64 $2,807 - $3,027	-71 Reduced 0.37%	19,012 $794 Million
Q4 2021 Dec 19, 2024	SELL	$39.14 - $42.04 $1,409 - $1,513	-36 Reduced 0.19%	19,083 $801 Million
Q3 2021 Dec 19, 2024	SELL	$38.51 - $40.73 $14,287 - $15,110	-371 Reduced 1.9%	19,119 $746 Million
Q2 2021 Dec 19, 2024	BUY	$38.15 - $40.6 $57,682 - $61,387	1,512 Added 8.41%	19,490 $771 Million
Q1 2021 Dec 19, 2024	SELL	$33.86 - $38.29 $151,184 - $170,964	-4,465 Reduced 19.89%	17,978 $681 Million
Q4 2020 Dec 19, 2024	SELL	$29.5 - $34.42 $35,872 - $41,854	-1,216 Reduced 5.14%	22,443 $772 Million
Q3 2020 Dec 19, 2024	BUY	$28.64 - $31.68 $1,202 - $1,330	42 Added 0.18%	23,659 $715 Million
Q2 2020 Dec 19, 2024	BUY	$24.7 - $32.15 $1,654 - $2,154	67 Added 0.28%	23,617 $684 Million
Q1 2020 Dec 19, 2024	BUY	$22.11 - $35.37 $37,321 - $59,704	1,688 Added 7.72%	23,550 $609 Million
Q4 2019 Dec 13, 2024	BUY	$30.96 - $35.07 $676,847 - $766,700	21,862 New	21,862 $763 Million

Others Institutions Holding SPYV

# of Institutions

1,013

Shares Held

409M

Call Options Held

356K

Put Options Held

41.6K

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