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

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 572 shares of IVV stock, worth $319,244. This represents 0.05% of its overall portfolio holdings.

Number of Shares
572
Previous 364 57.14%
Holding current value
$319,244
Previous $209,000 60.77%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 14, 2025
BUY
$570.51 - $610.59 $118,666 - $127,002
208 Added 57.14%
572 $336,000
Q3 2024

Oct 09, 2024
BUY
$520.18 - $576.82 $189,345 - $209,962
364 New
364 $209,000
Q2 2022

Aug 09, 2022
BUY
$366.99 - $458.8 $247,718 - $309,690
675 New
675 $256,000

Others Institutions Holding IVV

# of Institutions
3,875
Shares Held
752M
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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