Opes Wealth Management LLC Ishares Core S&P 500 ETF Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,316 shares of IVV stock, worth $739,499. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,316
Previous 406 224.14%
Holding current value
$739,499
Previous $234,000 230.77%
% of portfolio
0.16%
Previous 0.05%

Shares

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

Jan 30, 2025
BUY
$570.51 - $610.59 $519,164 - $555,636
910 Added 224.14%
1,316 $774,000
Q2 2024

Aug 05, 2024
BUY
$497.53 - $549.64 $201,997 - $223,153
406 New
406 $222,000
Q2 2023

Aug 02, 2023
BUY
$406.17 - $445.71 $228,267 - $250,489
562 New
562 $250,000

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
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