Napa Wealth Management Ishares Core S&P 500 ETF Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

A detailed history of Napa Wealth Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 6,936 shares of IVV stock, worth $3.9 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
6,936
Previous 3,977 74.4%
Holding current value
$3.9 Million
Previous $2.29 Billion 78.01%
% of portfolio
1.76%
Previous 1.09%

Shares

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

Feb 14, 2025
BUY
$570.51 - $610.59 $1.69 Million - $1.81 Million
2,959 Added 74.4%
6,936 $4.08 Billion
Q3 2024

Nov 07, 2024
SELL
$520.18 - $576.82 $1,040 - $1,153
-2 Reduced 0.05%
3,977 $2.29 Billion
Q2 2024

Aug 14, 2024
BUY
$497.53 - $549.64 $54,728 - $60,460
110 Added 2.84%
3,979 $2.18 Billion
Q1 2024

Aug 14, 2024
SELL
$469.56 - $525.73 $123,963 - $138,792
-264 Reduced 6.39%
3,869 $2.03 Billion
Q4 2023

Feb 22, 2024
BUY
$412.55 - $479.0 $1.71 Million - $1.98 Million
4,133 New
4,133 $1.97 Billion

Others Institutions Holding IVV

# of Institutions
3,868
Shares Held
762M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email