Heritage Family Offices, LLP Ishares Core S&P 500 ETF Transaction History

Heritage Family Offices, LLP

$196 Billion
Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 13,156 shares of IVV stock, worth $7.34 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

13,156

Previous 12,772 3.01%

Holding current value

$7.34 Million

Previous $7.52 Billion 1.68%

% of portfolio

3.78%

Previous 3.75%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$554.06 - $615.85 $212,759 - $236,486	384 Added 3.01%	13,156 $7.39 Billion
Q4 2024 Jan 14, 2025	SELL	$570.51 - $610.59 $130,076 - $139,214	-228 Reduced 1.75%	12,772 $7.52 Billion
Q3 2024 Oct 16, 2024	SELL	$520.18 - $576.82 $559,193 - $620,081	-1,075 Reduced 7.64%	13,000 $7.5 Billion
Q2 2024 Aug 01, 2024	BUY	$497.53 - $549.64 $7 Million - $7.74 Million	14,075 New	14,075 $7.7 Billion

Others Institutions Holding IVV

# of Institutions

3,888

Shares Held

757M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Heritage Family Offices, LLP Ishares Core S&P 500 ETF Transaction History