One Charles Private Wealth Services, LLC Ishares Core S&P 500 ETF Transaction History

One Charles Private Wealth Services, LLC

  • $254 Million
  • Q3 2024

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 493 shares of IVV stock, worth $299,714. This represents 0.11% of its overall portfolio holdings.

Number of Shares
493
Previous 465 6.02%
Holding current value
$299,714
Previous $254,000 11.81%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$520.18 - $576.82 $14,565 - $16,150
28 Added 6.02%
493 $284,000
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $218,345 - $244,464
465 New
465 $244,000
Q3 2021

Nov 03, 2021
BUY
$426.8 - $455.27 $252,238 - $269,064
591 New
591 $255,000

Others Institutions Holding IVV

# of Institutions
3,561
Shares Held
695M
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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