Ishares Core S&P 500 ETF (IVV)

Sector:
Super Investor Stats:
Ownership count:2
Ownership rank:348
% of all portfolios:0.003%
Hold Price * :$576.83
History Portfolio Manager Activity Share change % change to portfolio ▲
Q3  2024
≡ Polen Capital Management Buy 10,746 0.02
≡ David Katz - Matrix Asset Advisors Add 53.06% 1,128 0.07
Q2  2024
≡ David Katz - Matrix Asset Advisors Add 0.81% 17 0.00
Q1  2024
≡ David Katz - Matrix Asset Advisors Add 0.38% 8 0.00
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 0.53% 11 0.00
Q3  2023
≡ David Katz - Matrix Asset Advisors Add 1.36% 28 0.00
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 0.54% 11 0.00
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 2.76% 55 0.00
Q4  2022
≡ David Katz - Matrix Asset Advisors Add 4.67% 89 0.00
Q3  2022
≡ David Katz - Matrix Asset Advisors Add 1.92% 36 0.00
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 2.52% 46 0.00
Q1  2022
≡ David Katz - Matrix Asset Advisors Add 0.88% 16 0.00
≡ David Rolfe - Wedgewood Partners Sell 100.00% 771 0.05
Q4  2021
≡ David Katz - Matrix Asset Advisors Reduce 1.58% 29 0.00
≡ David Rolfe - Wedgewood Partners Buy 771 0.05
Q3  2021
≡ David Katz - Matrix Asset Advisors Add 7.36% 126 0.01
Q2  2021
≡ David Katz - Matrix Asset Advisors Add 1.30% 22 0.00
Q1  2021
≡ David Katz - Matrix Asset Advisors Add 4.13% 67 0.00
Q4  2020
≡ David Katz - Matrix Asset Advisors Add 4.24% 66 0.00
Q3  2020
≡ David Katz - Matrix Asset Advisors Reduce 1.89% 30 0.00
Q1  2020
≡ David Katz - Matrix Asset Advisors Buy 1,587 0.09

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.