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

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

A detailed history of Yardley Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 1,382 shares of IVV stock, worth $851,104. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,382
Previous 478 189.12%
Holding current value
$851,104
Previous $276,000 192.75%
% of portfolio
0.39%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$570.51 - $610.59 $515,741 - $551,973
904 Added 189.12%
1,382 $808,000
Q3 2024

Nov 08, 2024
BUY
$520.18 - $576.82 $248,646 - $275,719
478 New
478 $276,000

Others Institutions Holding IVV

# of Institutions
3,826
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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 Yardley Wealth Management LLC Portfolio

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

News

Stay updated on Yardley Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email