Powell Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 367 shares of IVV stock, worth $210,555. This represents 0.1% of its overall portfolio holdings.

Number of Shares
367
Previous 367 -0.0%
Holding current value
$210,555
Previous $200,000 5.5%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$497.53 - $549.64 $148,263 - $163,792
298 Added 431.88%
367 $200,000
Q3 2023

Oct 16, 2023
SELL
$427.76 - $460.18 $12,405 - $13,345
-29 Reduced 29.59%
69 $29,000
Q4 2021

Jan 14, 2022
BUY
$430.29 - $479.53 $42,168 - $46,993
98 New
98 $47,000
Q3 2021

Oct 13, 2021
SELL
$426.8 - $455.27 $29,449 - $31,413
-69 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$370.22 - $398.75 $25,545 - $27,513
69 New
69 $27,000

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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