Leicht Financial Planning & Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$246.8 - $324.4 $612,804 - $805,485	-2,483 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$224.65 - $339.88 $2.81 Million - $4.25 Million	-12,497 Reduced 83.42%	2,483 $643,000
Q4 2019 Jan 17, 2020	BUY	$289.63 - $324.32 $4.34 Million - $4.86 Million	14,980 New	14,980 $4.84 Million

Others Institutions Holding IVV

# of Institutions

3,583

Shares Held

700M

Call Options Held

1.44M

Put Options Held

1.11M

Black Rock Inc. New York, NY

66.4M
Shares

$40.1 Billion
0.84% of portfolio
Envestnet Asset Management Inc

34.6M
Shares

$21 Billion
6.62% of portfolio
Northwestern Mutual Wealth Management CO

29.3M
Shares

$17.7 Billion
15.08% of portfolio
Bank Of America Corp Charlotte, NC

25.2M
Shares

$15.2 Billion
1.23% of portfolio
Morgan Stanley New York, NY

24.9M
Shares

$15.1 Billion
1.06% of portfolio

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

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