Xcel Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Xcel Wealth Management, LLC

  • $338 Million
  • Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 486 shares of IVV stock, worth $277,622. This represents 0.08% of its overall portfolio holdings.

Number of Shares
486
Previous 523 7.07%
Holding current value
$277,622
Previous $286,000 2.1%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 21, 2024
SELL
$520.18 - $576.82 $19,246 - $21,342
-37 Reduced 7.07%
486 $280,000
Q2 2024

Jul 23, 2024
SELL
$497.53 - $549.64 $995 - $1,099
-2 Reduced 0.38%
523 $286,000
Q1 2024

Apr 22, 2024
BUY
$469.56 - $525.73 $246,519 - $276,008
525 New
525 $276,000

Others Institutions Holding IVV

# of Institutions
3,390
Shares Held
671M
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 Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, 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 Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email