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

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 821 shares of IVV stock, worth $486,155. This represents 0.34% of its overall portfolio holdings.

Number of Shares
821
Previous 925 11.24%
Holding current value
$486,155
Previous $545 Million 15.3%
% of portfolio
0.34%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$554.06 - $615.85 $57,622 - $64,048
-104 Reduced 11.24%
821 $461 Million
Q4 2024

Feb 07, 2025
BUY
$570.51 - $610.59 $527,721 - $564,795
925 New
925 $545 Million

Others Institutions Holding IVV

# of Institutions
3,922
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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