Cyndeo Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 24,139 shares of IVV stock, worth $16.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

24,139

Previous 23,779 1.51%

Holding current value

$16.3 Million

Previous $15.9 Million 2.43%

% of portfolio

0.94%

Previous 0.93%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$656.2 - $690.71 $236,232 - $248,655	360 Added 1.51%	24,139 $16.3 Million
Q3 2025 Oct 10, 2025	BUY	$620.67 - $670.08 $155,167 - $167,520	250 Added 1.06%	23,779 $15.9 Million
Q2 2025 Jul 24, 2025	SELL	$498.8 - $620.9 $791,096 - $984,747	-1,586 Reduced 6.31%	23,529 $14.6 Million
Q1 2025 Apr 17, 2025	BUY	$554.06 - $615.85 $386,179 - $429,247	697 Added 2.85%	25,115 $14.1 Million
Q4 2024 Jan 21, 2025	BUY	$570.51 - $610.59 $924,796 - $989,766	1,621 Added 7.11%	24,418 $14.4 Million

Q3 2024 Oct 18, 2024	BUY	$520.18 - $576.82 $563,354 - $624,696	1,083 Added 4.99%	22,797 $13.1 Million
Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $1.57 Million - $1.74 Million	3,160 Added 17.03%	21,714 $11.9 Million
Q1 2024 Apr 16, 2024	BUY	$469.56 - $525.73 $1.91 Million - $2.14 Million	4,073 Added 28.13%	18,554 $9.75 Million
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $3 Million - $3.49 Million	7,280 Added 101.1%	14,481 $6.92 Million
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $2.78 Million - $3 Million	6,510 Added 942.11%	7,201 $3.09 Million
Q2 2023 Jul 27, 2023	BUY	$406.17 - $445.71 $8,529 - $9,359	21 Added 3.13%	691 $307,000
Q1 2023 Apr 21, 2023	SELL	$381.13 - $418.66 $15,626 - $17,165	-41 Reduced 5.77%	670 $275,000
Q4 2022 Jan 25, 2023	BUY	$357.98 - $409.32 $254,523 - $291,026	711 New	711 $0

Others Institutions Holding IVV

# of Institutions

4,139

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Cyndeo Wealth Partners, LLC Ishares Core S&P 500 ETF Transaction History