United Asset Strategies, Inc. Ishares Core S&P 500 ETF Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 375 shares of IVV stock, worth $229,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

375

Previous 370 1.35%

Holding current value

$229,083

Previous $213,000 3.29%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $2,852 - $3,052	5 Added 1.35%	375 $220,000
Q3 2024 Oct 28, 2024	SELL	$520.18 - $576.82 $18,726 - $20,765	-36 Reduced 8.87%	370 $213,000
Q2 2024 Aug 01, 2024	BUY	$497.53 - $549.64 $201,997 - $223,153	406 New	406 $222,000
Q4 2023 Jan 30, 2024	BUY	$412.55 - $479.0 $196,373 - $228,004	476 New	476 $227,000
Q1 2020 May 08, 2020	SELL	$224.65 - $339.88 $244,419 - $369,789	-1,088 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$289.63 - $324.32 $315,117 - $352,860	1,088 New	1,088 $352,000

Others Institutions Holding IVV

# of Institutions

3,525

Shares Held

688M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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United Asset Strategies, Inc. Ishares Core S&P 500 ETF Transaction History