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

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 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 51,129 shares of IVV stock, worth $29.4 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
51,129
Previous 51,292 0.32%
Holding current value
$29.4 Million
Previous $26.3 Billion 6.27%
% of portfolio
3.68%
Previous 3.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,325
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
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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