A detailed history of Lewis Asset Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 631 shares of IVV stock, worth $377,041. This represents 0.27% of its overall portfolio holdings.

Number of Shares
631
Previous 613 2.94%
Holding current value
$377,041
Previous $335 Million 8.51%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Oct 31, 2024

BUY
$520.18 - $576.82 $9,363 - $10,382
18 Added 2.94%
631 $364 Million
Q2 2024

Jul 30, 2024

BUY
$497.53 - $549.64 $995 - $1,099
2 Added 0.33%
613 $335 Million
Q1 2024

May 01, 2024

BUY
$469.56 - $525.73 $286,901 - $321,221
611 New
611 $321 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.