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

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 239,132 shares of IVV stock, worth $159 Million. This represents 18.24% of its overall portfolio holdings.

Number of Shares
239,132
Previous 224,772 6.39%
Holding current value
$159 Million
Previous $126 Billion 17.56%
% of portfolio
18.24%
Previous 17.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$498.8 - $620.9 $7.16 Million - $8.92 Million
14,360 Added 6.39%
239,132 $148 Billion
Q1 2025

May 07, 2025
SELL
$554.06 - $615.85 $11.8 Million - $13.1 Million
-21,211 Reduced 8.62%
224,772 $126 Billion
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $140 Million - $150 Million
245,983 New
245,983 $145 Billion

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
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