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

Core Wealth Partners LLC

$146 Billion
Q2 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 756 shares of IVV stock, worth $432,363. This represents 0.28% of its overall portfolio holdings.

Number of Shares

756

Previous 755 0.13%

Holding current value

$432,363

Previous $397 Million 4.21%

% of portfolio

0.28%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,324

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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