Morton Capital Management Llc/Ca Ishares Core S&P 500 ETF Transaction History

Morton Capital Management Llc/Ca

  • $531 Billion
  • Q4 2024

A detailed history of Morton Capital Management Llc/Ca transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 2,718 shares of IVV stock, worth $1.66 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,718
Previous 2,384 14.01%
Holding current value
$1.66 Million
Previous $1.38 Billion 16.35%
% of portfolio
0.3%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$570.51 - $610.59 $190,550 - $203,937
334 Added 14.01%
2,718 $1.6 Billion
Q3 2024

Oct 08, 2024
SELL
$520.18 - $576.82 $73,345 - $81,331
-141 Reduced 5.58%
2,384 $1.38 Billion
Q2 2024

Jul 12, 2024
BUY
$497.53 - $549.64 $263,690 - $291,309
530 Added 26.57%
2,525 $1.38 Billion
Q1 2024

Apr 12, 2024
SELL
$469.56 - $525.73 $47,895 - $53,624
-102 Reduced 4.86%
1,995 $1.05 Billion
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $447,616 - $519,715
1,085 Added 107.21%
2,097 $1 Billion
Q2 2023

Dec 05, 2023
SELL
$406.17 - $445.71 $68,236 - $74,879
-168 Reduced 14.24%
1,012 $451 Million
Q1 2023

Dec 05, 2023
SELL
$381.13 - $418.66 $14,482 - $15,909
-38 Reduced 3.12%
1,180 $485 Million
Q4 2022

Dec 05, 2023
BUY
$357.98 - $409.32 $65,868 - $75,314
184 Added 17.79%
1,218 $468 Million
Q3 2022

Dec 05, 2023
BUY
$358.65 - $432.04 $1,793 - $2,160
5 Added 0.49%
1,034 $371 Million
Q2 2022

Dec 05, 2023
SELL
$366.99 - $458.8 $155,236 - $194,072
-423 Reduced 29.13%
1,029 $390 Million
Q1 2022

Dec 05, 2023
BUY
$418.06 - $479.84 $112,040 - $128,597
268 Added 22.64%
1,452 $659 Million
Q4 2021

Dec 05, 2023
BUY
$430.29 - $479.53 $509,463 - $567,763
1,184 New
1,184 $565 Million

Others Institutions Holding IVV

# of Institutions
3,514
Shares Held
688M
Call Options Held
1.45M
Put Options Held
1.1M
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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