Alpha Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History

Alpha Financial Partners, LLC

$116 Billion
Q2 2024

A detailed history of Alpha Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 64,440 shares of IVV stock, worth $37 Million. This represents 30.53% of its overall portfolio holdings.

Number of Shares

64,440

Previous 66,593 3.23%

Holding current value

$37 Million

Previous $35 Billion 0.72%

% of portfolio

30.53%

Previous 31.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$497.53 - $549.64 $1.07 Million - $1.18 Million	-2,153 Reduced 3.23%	64,440 $35.3 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $1.1 Million - $1.23 Million	2,342 Added 3.65%	66,593 $35 Billion
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $6.45 Million - $7.49 Million	15,627 Added 32.14%	64,251 $30.7 Billion
Q3 2023 Nov 07, 2023	SELL	$427.76 - $460.18 $390,972 - $420,604	-914 Reduced 1.85%	48,624 $20.9 Billion
Q2 2023 Jul 27, 2023	BUY	$406.17 - $445.71 $887,481 - $973,876	2,185 Added 4.61%	49,538 $22.1 Billion
Q1 2023 May 10, 2023	SELL	$381.13 - $418.66 $326,628 - $358,791	-857 Reduced 1.78%	47,353 $19.5 Billion
Q4 2022 Feb 16, 2023	BUY	$357.98 - $409.32 $17.3 Million - $19.7 Million	48,210 New	48,210 $18.5 Billion

Others Institutions Holding IVV

# of Institutions

3,324

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Alpha Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History