Quantum Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Quantum Financial Advisors, LLC

  • $412 Million
  • Q3 2024

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 779 shares of IVV stock, worth $470,796. This represents 0.11% of its overall portfolio holdings.

Number of Shares
779
Previous 779 -0.0%
Holding current value
$470,796
Previous $426,000 5.4%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$469.56 - $525.73 $21,599 - $24,183
-46 Reduced 5.58%
779 $409,000
Q4 2023

Jan 08, 2024
BUY
$412.55 - $479.0 $18,977 - $22,034
46 Added 5.91%
825 $394,000
Q3 2023

Nov 29, 2023
SELL
$427.76 - $460.18 $154,849 - $166,585
-362 Reduced 31.73%
779 $334,000
Q2 2023

Aug 10, 2023
BUY
$406.17 - $445.71 $195,367 - $214,386
481 Added 72.88%
1,141 $508,000
Q1 2023

Apr 07, 2023
BUY
$381.13 - $418.66 $251,545 - $276,315
660 New
660 $271,000

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
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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