A detailed history of Wiser Advisor Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 738 shares of IVV stock, worth $421,575. This represents 0.63% of its overall portfolio holdings.

Number of Shares
738
Previous 496 48.79%
Holding current value
$421,575
Previous $261 Million 54.31%
% of portfolio
0.63%
Previous 0.41%

Shares

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

Aug 14, 2024

BUY
$497.53 - $549.64 $120,402 - $133,012
242 Added 48.79%
738 $403 Million
Q1 2024

May 15, 2024

BUY
$469.56 - $525.73 $156,833 - $175,593
334 Added 206.17%
496 $261 Million
Q4 2023

Feb 12, 2024

BUY
$412.55 - $479.0 $66,833 - $77,598
162 New
162 $77.3 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group 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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.