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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 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 754 shares of IVV stock, worth $500,640. This represents 0.3% of its overall portfolio holdings.

Number of Shares
754
Previous 753 0.13%
Holding current value
$500,640
Previous $468 Million 7.87%
% of portfolio
0.3%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$620.67 - $670.08 $620 - $670
1 Added 0.13%
754 $505 Million
Q2 2025

Jul 15, 2025
SELL
$498.8 - $620.9 $33,918 - $42,221
-68 Reduced 8.28%
753 $468 Million
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
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email