A detailed history of Waypoint Wealth Counsel transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 13,837 shares of IVV stock, worth $8.21 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares
13,837
Previous 13,429 3.04%
Holding current value
$8.21 Million
Previous $7.35 Billion 8.61%
% of portfolio
5.37%
Previous 5.62%

Shares

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

Oct 04, 2024

BUY
$520.18 - $576.82 $212,233 - $235,342
408 Added 3.04%
13,837 $7.98 Billion
Q2 2024

Jul 19, 2024

BUY
$497.53 - $549.64 $39,304 - $43,421
79 Added 0.59%
13,429 $7.35 Billion
Q1 2024

Apr 12, 2024

BUY
$469.56 - $525.73 $12,208 - $13,668
26 Added 0.2%
13,350 $7.02 Billion
Q4 2023

Apr 03, 2024

SELL
$412.55 - $479.0 $12,789 - $14,849
-31 Reduced 0.23%
13,324 $6.36 Billion
Q3 2023

Apr 03, 2024

BUY
$427.76 - $460.18 $33,793 - $36,354
79 Added 0.6%
13,355 $5.73 Billion
Q2 2023

Apr 02, 2024

SELL
$406.17 - $445.71 $75,141 - $82,456
-185 Reduced 1.37%
13,276 $5.92 Billion
Q1 2023

Apr 04, 2024

SELL
$381.13 - $418.66 $15,245 - $16,746
-40 Reduced 0.3%
13,284 $5.46 Billion
Q4 2022

Mar 22, 2024

BUY
$357.98 - $409.32 $4.82 Million - $5.51 Million
13,461 New
13,461 $5.17 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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