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 $8.02 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares
13,156
Previous 12,772 3.01%
Holding current value
$8.02 Million
Previous $7.52 Billion 1.68%
% of portfolio
3.78%
Previous 3.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,928
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
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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