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

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 3,300 shares of IVV stock, worth $2.11 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,300
Previous 2,347 40.61%
Holding current value
$2.11 Million
Previous $1.32 Billion 55.38%
% of portfolio
0.38%
Previous 0.28%

Shares

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

Aug 08, 2025
BUY
$498.8 - $620.9 $475,356 - $591,717
953 Added 40.61%
3,300 $2.05 Billion
Q1 2025

May 02, 2025
BUY
$554.06 - $615.85 $269,827 - $299,918
487 Added 26.18%
2,347 $1.32 Billion
Q4 2024

Feb 14, 2025
BUY
$570.51 - $610.59 $1.06 Million - $1.14 Million
1,860 New
1,860 $1.09 Billion

Others Institutions Holding IVV

# of Institutions
3,982
Shares Held
800M
Call Options Held
5.37M
Put Options Held
2M
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 Burling Wealth Partners, LLC Portfolio

Follow Burling 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 Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email