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

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 50,405 shares of IVV stock, worth $30 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

50,405

Previous 49,903 1.01%

Holding current value

$30 Million

Previous $29.4 Billion 3.59%

% of portfolio

3.57%

Previous 3.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$554.06 - $615.85 $278,138 - $309,156	502 Added 1.01%	50,405 $28.3 Billion
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

3,916

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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