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

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 10,575 shares of IVV stock, worth $6.19 Million. This represents 9.06% of its overall portfolio holdings.

Number of Shares

10,575

Previous 15,688 32.59%

Holding current value

$6.19 Million

Previous $9.24 Billion 35.66%

% of portfolio

9.06%

Previous 11.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $2.83 Million - $3.15 Million	-5,113 Reduced 32.59%	10,575 $5.94 Billion
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $1.73 Million - $1.85 Million	3,027 Added 23.91%	15,688 $9.24 Billion
Q3 2024 Oct 08, 2024	SELL	$520.18 - $576.82 $2.02 Million - $2.24 Million	-3,875 Reduced 23.43%	12,661 $7.3 Billion
Q2 2024 Jul 05, 2024	SELL	$497.53 - $549.64 $859,731 - $949,777	-1,728 Reduced 9.46%	16,536 $9.05 Billion
Q4 2023 Jan 19, 2024	SELL	$412.55 - $479.0 $879,144 - $1.02 Million	-2,131 Reduced 10.45%	18,264 $8.72 Billion
Q3 2023 Oct 18, 2023	SELL	$427.76 - $460.18 $295,154 - $317,524	-690 Reduced 3.27%	20,395 $8.76 Billion
Q2 2023 Aug 11, 2023	BUY	$406.17 - $445.71 $7.53 Million - $8.26 Million	18,538 Added 727.84%	21,085 $9.4 Billion
Q1 2023 May 04, 2023	SELL	$381.13 - $418.66 $6.73 Million - $7.39 Million	-17,653 Reduced 87.39%	2,547 $1.05 Billion
Q4 2022 Feb 10, 2023	BUY	$357.98 - $409.32 $7.23 Million - $8.27 Million	20,200 New	20,200 $8.01 Billion

Others Institutions Holding IVV

# of Institutions

3,917

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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