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

Core Wealth Partners LLC

  • $165 Billion
  • Q3 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 757 shares of IVV stock, worth $445,433. This represents 0.26% of its overall portfolio holdings.

Number of Shares
757
Previous 756 0.13%
Holding current value
$445,433
Previous $414 Million 5.57%
% of portfolio
0.26%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$520.18 - $576.82 $520 - $576
1 Added 0.13%
757 $437 Million
Q2 2024

Aug 13, 2024
BUY
$497.53 - $549.64 $497 - $549
1 Added 0.13%
756 $414 Million
Q1 2024

Apr 19, 2024
BUY
$469.56 - $525.73 $469 - $525
1 Added 0.13%
755 $397 Million
Q4 2023

Feb 07, 2024
BUY
$412.55 - $479.0 $825 - $958
2 Added 0.27%
754 $360 Million
Q2 2023

Aug 11, 2023
BUY
$406.17 - $445.71 $406 - $445
1 Added 0.13%
752 $335 Million
Q1 2023

May 11, 2023
BUY
$381.13 - $418.66 $286,228 - $314,413
751 New
751 $309 Million

Others Institutions Holding IVV

# of Institutions
3,442
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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