Wealth Enhancement & Preservation Of Ga, LLC Ishares Core S&P 500 ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 456 shares of IVV stock, worth $275,455. This represents 0.2% of its overall portfolio holdings.

Number of Shares
456
Holding current value
$275,455
% of portfolio
0.2%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
BUY
$406.17 - $445.71 $185,213 - $203,243
456 New
456 $203,000
Q4 2022

Feb 09, 2023
BUY
$357.98 - $409.32 $250,586 - $286,524
700 Added 23.19%
3,719 $1.43 Million
Q3 2022

Oct 19, 2022
SELL
$358.65 - $432.04 $2.88 Million - $3.47 Million
-8,029 Reduced 72.67%
3,019 $1.08 Million
Q2 2022

Sep 22, 2022
SELL
$366.99 - $458.8 $10.5 Million - $13.1 Million
-28,523 Reduced 72.08%
11,048 $4.21 Million
Q1 2022

May 06, 2022
BUY
$418.06 - $479.84 $8.08 Million - $9.27 Million
19,320 Added 95.4%
39,571 $18 Million
Q4 2021

Feb 02, 2022
SELL
$430.29 - $479.53 $5.73 Million - $6.39 Million
-13,325 Reduced 39.69%
20,251 $9.66 Million
Q3 2021

Oct 19, 2021
BUY
$426.8 - $455.27 $6.01 Million - $6.41 Million
14,078 Added 72.2%
33,576 $14.5 Million
Q2 2021

Jul 22, 2021
BUY
$402.08 - $429.92 $168,873 - $180,566
420 Added 2.2%
19,498 $8.38 Million
Q1 2021

Apr 21, 2021
BUY
$370.22 - $398.75 $1.52 Million - $1.64 Million
4,116 Added 27.51%
19,078 $7.91 Million
Q4 2020

Feb 02, 2021
SELL
$327.62 - $375.39 $726,988 - $832,990
-2,219 Reduced 12.92%
14,962 $5.62 Million
Q3 2020

Oct 13, 2020
BUY
$311.81 - $359.24 $5.36 Million - $6.17 Million
17,181 New
17,181 $5.75 Million
Q2 2020

Sep 08, 2020
SELL
$246.8 - $324.4 $230,511 - $302,989
-934 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$289.63 - $324.32 $270,514 - $302,914
934 New
934 $302,000

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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