Values Added Financial LLC Ishares Core S&P 500 ETF Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 2024

A detailed history of Values Added Financial LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Values Added Financial LLC holds 3,209 shares of IVV stock, worth $1.83 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
3,209
Previous 3,209 -0.0%
Holding current value
$1.83 Million
Previous $1.76 Billion 5.41%
% of portfolio
1.17%
Previous 1.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$497.53 - $549.64 $1,492 - $1,648
3 Added 0.09%
3,209 $1.76 Billion
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $704,635 - $818,132
1,708 Added 114.02%
3,206 $1.53 Billion
Q3 2023

Oct 19, 2023
BUY
$427.76 - $460.18 $640,784 - $689,349
1,498 New
1,498 $643 Million

Others Institutions Holding IVV

# of Institutions
3,384
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email