Strategic Wealth Partners, Ltd. Ishares Core S&P 500 ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 14,737 shares of IVV stock, worth $8.9 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
14,737
Previous 16,323 9.72%
Holding current value
$8.9 Million
Previous $8.93 Million 4.84%
% of portfolio
0.9%
Previous 0.95%

Shares

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

Oct 08, 2024
SELL
$520.18 - $576.82 $825,005 - $914,836
-1,586 Reduced 9.72%
14,737 $8.5 Million
Q2 2024

Oct 08, 2024
SELL
$497.53 - $549.64 $174,135 - $192,374
-350 Reduced 2.1%
16,323 $8.93 Million
Q1 2024

May 20, 2024
BUY
$469.56 - $525.73 $753,643 - $843,796
1,605 Added 10.65%
16,673 $8.77 Million
Q4 2023

May 20, 2024
SELL
$412.55 - $479.0 $56,106 - $65,144
-136 Reduced 0.89%
15,068 $7.2 Million
Q3 2023

May 20, 2024
SELL
$427.76 - $460.18 $134,316 - $144,496
-314 Reduced 2.02%
15,204 $6.53 Million
Q2 2023

May 20, 2024
BUY
$406.17 - $445.71 $410,231 - $450,167
1,010 Added 6.96%
15,518 $6.92 Million
Q1 2023

Apr 24, 2023
BUY
$381.13 - $418.66 $374,269 - $411,124
982 Added 7.26%
14,508 $5.96 Million
Q4 2022

Apr 24, 2023
SELL
$357.98 - $409.32 $1.69 Million - $1.94 Million
-4,730 Reduced 25.91%
13,526 $5.2 Million
Q3 2022

Apr 24, 2023
BUY
$358.65 - $432.04 $5.51 Million - $6.64 Million
15,367 Added 531.91%
18,256 $6.78 Million
Q2 2022

Aug 22, 2022
BUY
$366.99 - $458.8 $157,805 - $197,284
430 Added 17.49%
2,889 $1.1 Million
Q1 2022

May 19, 2022
SELL
$418.06 - $479.84 $10,033 - $11,516
-24 Reduced 0.97%
2,459 $1.12 Million
Q4 2021

Feb 11, 2022
SELL
$430.29 - $479.53 $173,406 - $193,250
-403 Reduced 13.96%
2,483 $1.18 Million
Q3 2021

Nov 12, 2021
BUY
$426.8 - $455.27 $653,430 - $697,018
1,531 Added 112.99%
2,886 $1.24 Million
Q2 2021

Aug 25, 2021
BUY
$402.08 - $429.92 $544,818 - $582,541
1,355 New
1,355 $583,000
Q2 2020

Aug 11, 2020
SELL
$246.8 - $324.4 $191,763 - $252,058
-777 Closed
0 $0
Q4 2019

Jan 30, 2020
SELL
$289.63 - $324.32 $1.03 Million - $1.15 Million
-3,549 Reduced 82.04%
777 $251,000
Q3 2019

Oct 28, 2019
SELL
$285.57 - $303.77 $17,419 - $18,529
-61 Reduced 1.39%
4,326 $1.06 Billion
Q2 2019

Aug 06, 2019
SELL
$276.38 - $296.02 $99,496 - $106,567
-360 Reduced 7.58%
4,387 $1.29 Million
Q1 2019

May 14, 2019
BUY
$245.43 - $286.57 $735,308 - $858,563
2,996 Added 171.1%
4,747 $1.36 Million
Q4 2018

Jan 24, 2019
SELL
$236.09 - $293.95 $39,427 - $49,089
-167 Reduced 8.71%
1,751 $440,000
Q3 2018

Dec 06, 2018
SELL
$272.73 - $295.76 $246,820 - $267,662
-905 Reduced 32.06%
1,918 $561,000
Q2 2018

Sep 04, 2018
SELL
$259.21 - $280.89 $253,507 - $274,710
-978 Reduced 25.73%
2,823 $771,000
Q1 2018

Jul 13, 2018
BUY
$259.62 - $288.66 $986,815 - $1.1 Million
3,801 New
3,801 $1.01 Million

Others Institutions Holding IVV

# of Institutions
3,449
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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