Modern Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 32,706 shares of IVV stock, worth $19.1 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
32,706
Previous 29,262 11.77%
Holding current value
$19.1 Million
Previous $15.3 Billion 16.86%
% of portfolio
1.31%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $1.71 Million - $1.89 Million
3,444 Added 11.77%
32,706 $17.9 Billion
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $10.7 Million - $11.9 Million
22,682 Added 344.71%
29,262 $15.3 Billion
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $2.71 Million - $3.15 Million
6,580 New
6,580 $3.14 Billion

Others Institutions Holding IVV

# of Institutions
3,376
Shares Held
671M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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