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

Avid Wealth Partners LLC

$175 Billion
Q2 2025

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 8,978 shares of IVV stock, worth $6.07 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares

8,978

Previous 16,451 45.43%

Holding current value

$6.07 Million

Previous $9.24 Billion 39.7%

% of portfolio

3.19%

Previous 6.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$498.8 - $620.9 $3.73 Million - $4.64 Million	-7,473 Reduced 45.43%	8,978 $5.57 Billion
Q1 2025 Apr 17, 2025	SELL	$554.06 - $615.85 $779,562 - $866,500	-1,407 Reduced 7.88%	16,451 $9.24 Billion
Q4 2024 Jan 27, 2025	BUY	$570.51 - $610.59 $2.26 Million - $2.42 Million	3,956 Added 28.46%	17,858 $10.5 Billion
Q3 2024 Nov 01, 2024	BUY	$520.18 - $576.82 $814,601 - $903,300	1,566 Added 12.69%	13,902 $8.02 Billion
Q2 2024 Jul 19, 2024	SELL	$497.53 - $549.64 $4.78 Million - $5.28 Million	-9,610 Reduced 43.79%	12,336 $6.75 Billion
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $10.1 Million - $11.3 Million	21,437 Added 4211.59%	21,946 $11.5 Billion
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $209,987 - $243,811	509 New	509 $243 Million

Others Institutions Holding IVV

# of Institutions

4,028

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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