Moss Adams Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Moss Adams Wealth Advisors LLC

$913 Billion
Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 3,147 shares of IVV stock, worth $1.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,147

Previous 3,117 0.96%

Holding current value

$1.8 Million

Previous $1.71 Billion 6.42%

% of portfolio

0.2%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$520.18 - $576.82 $15,605 - $17,304	30 Added 0.96%	3,147 $1.82 Billion
Q2 2024 Jul 23, 2024	BUY	$497.53 - $549.64 $1.14 Million - $1.26 Million	2,300 Added 281.52%	3,117 $1.71 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $253,092 - $283,368	-539 Reduced 39.75%	817 $430 Million
Q4 2023 Feb 06, 2024	BUY	$412.55 - $479.0 $226,489 - $262,971	549 Added 68.03%	1,356 $648 Million
Q2 2023 Dec 20, 2023	SELL	$406.17 - $445.71 $8,123 - $8,914	-20 Reduced 2.42%	807 $359 Million
Q1 2023 Dec 20, 2023	BUY	$381.13 - $418.66 $9,147 - $10,047	24 Added 2.99%	827 $340 Million
Q4 2022 Dec 20, 2023	BUY	$357.98 - $409.32 $287,457 - $328,683	803 New	803 $308 Million

Others Institutions Holding IVV

# of Institutions

3,390

Shares Held

671M

Call Options Held

714K

Put Options Held

952K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Moss Adams Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History