Cascade Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 49,903 shares of IVV stock, worth $29.6 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares
49,903
Previous 51,365 2.85%
Holding current value
$29.6 Million
Previous $30.1 Billion 2.42%
% of portfolio
3.83%
Previous 3.77%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$570.51 - $610.59 $834,085 - $892,682
-1,462 Reduced 2.85%
49,903 $29.4 Billion
Q3 2024

Oct 24, 2024
BUY
$520.18 - $576.82 $122,762 - $136,129
236 Added 0.46%
51,365 $30.1 Billion
Q2 2024

Jul 31, 2024
SELL
$497.53 - $549.64 $81,097 - $89,591
-163 Reduced 0.32%
51,129 $28 Billion
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $24.1 Million - $27 Million
51,292 New
51,292 $26.3 Billion

Others Institutions Holding IVV

# of Institutions
3,849
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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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