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 $3.92 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
6,936
Previous 3,977 74.4%
Holding current value
$3.92 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

About ISHARES CORE S&P 500 ETF


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