A detailed history of Marcum Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 329,805 shares of IVV stock, worth $199 Million. This represents 17.91% of its overall portfolio holdings.

Number of Shares
329,805
Previous 321,877 2.46%
Holding current value
$199 Million
Previous $176 Million 8.0%
% of portfolio
17.91%
Previous 17.82%

Shares

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

Oct 08, 2024

BUY
$520.18 - $576.82 $4.12 Million - $4.57 Million
7,928 Added 2.46%
329,805 $190 Million
Q2 2024

Jul 02, 2024

BUY
$497.53 - $549.64 $4.19 Million - $4.63 Million
8,421 Added 2.69%
321,877 $176 Million
Q1 2024

Apr 10, 2024

SELL
$469.56 - $525.73 $17 Million - $19.1 Million
-36,274 Reduced 10.37%
313,456 $165 Million
Q4 2023

Jan 10, 2024

BUY
$412.55 - $479.0 $5.8 Million - $6.73 Million
14,049 Added 4.19%
349,730 $167 Million
Q3 2023

Oct 10, 2023

BUY
$427.76 - $460.18 $7.08 Million - $7.62 Million
16,563 Added 5.19%
335,681 $144 Million
Q2 2023

Jul 13, 2023

BUY
$406.17 - $445.71 $9.78 Million - $10.7 Million
24,078 Added 8.16%
319,118 $142 Million
Q1 2023

Apr 19, 2023

BUY
$381.13 - $418.66 $11.3 Million - $12.5 Million
29,751 Added 11.21%
295,040 $121 Million
Q4 2022

Jan 12, 2023

SELL
$357.98 - $409.32 $3.58 Million - $4.1 Million
-10,006 Reduced 3.63%
265,289 $0
Q3 2022

Oct 11, 2022

BUY
$358.65 - $432.04 $18.7 Million - $22.5 Million
52,066 Added 23.32%
275,295 $98.7 Million
Q2 2022

Jul 14, 2022

BUY
$366.99 - $458.8 $27.7 Million - $34.6 Million
75,358 Added 50.96%
223,229 $84.6 Million
Q1 2022

Apr 20, 2022

BUY
$418.06 - $479.84 $1.35 Million - $1.55 Million
3,227 Added 2.23%
147,871 $67.1 Million
Q4 2021

Feb 01, 2022

SELL
$430.29 - $479.53 $1.53 Million - $1.7 Million
-3,549 Reduced 2.39%
144,644 $69 Million
Q3 2021

Nov 08, 2021

SELL
$426.8 - $455.27 $1.99 Million - $2.13 Million
-4,668 Reduced 3.05%
148,193 $63.8 Million
Q2 2021

Aug 10, 2021

SELL
$402.08 - $429.92 $441,483 - $472,052
-1,098 Reduced 0.71%
152,861 $65.7 Million
Q1 2021

May 11, 2021

SELL
$370.22 - $398.75 $1.51 Million - $1.62 Million
-4,067 Reduced 2.57%
153,959 $61.2 Million
Q4 2020

Feb 09, 2021

SELL
$327.62 - $375.39 $2 Million - $2.29 Million
-6,108 Reduced 3.72%
158,026 $59.3 Million
Q3 2020

Nov 09, 2020

SELL
$311.81 - $359.24 $7.32 Million - $8.43 Million
-23,471 Reduced 12.51%
164,134 $55.2 Million
Q2 2020

Aug 14, 2020

SELL
$246.8 - $324.4 $4.35 Million - $5.72 Million
-17,634 Reduced 8.59%
187,605 $58.1 Million
Q1 2020

May 14, 2020

BUY
$224.65 - $339.88 $18.8 Million - $28.5 Million
83,859 Added 69.09%
205,239 $53 Million
Q4 2019

Feb 13, 2020

BUY
$289.63 - $324.32 $35.2 Million - $39.4 Million
121,380 New
121,380 $39.2 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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