Valued Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 598 shares of IVV stock, worth $361,233. This represents 0.22% of its overall portfolio holdings.

Number of Shares
598
Previous 408 46.57%
Holding current value
$361,233
Previous $223 Million 54.64%
% of portfolio
0.22%
Previous 0.15%

Shares

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

Oct 28, 2024
BUY
$520.18 - $576.82 $98,834 - $109,595
190 Added 46.57%
598 $345 Million
Q2 2024

Jul 16, 2024
BUY
$497.53 - $549.64 $497 - $549
1 Added 0.25%
408 $223 Million
Q1 2024

Apr 30, 2024
BUY
$469.56 - $525.73 $14,556 - $16,297
31 Added 8.24%
407 $214 Million
Q4 2023

Jan 05, 2024
BUY
$412.55 - $479.0 $155,118 - $180,104
376 New
376 $161 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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