Holistic Financial Partners Ishares Core S&P 500 ETF Transaction History

Holistic Financial Partners

$222 Million
Q2 2025

A detailed history of Holistic Financial Partners transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Holistic Financial Partners holds 691 shares of IVV stock, worth $442,412. This represents 0.19% of its overall portfolio holdings.

Number of Shares

691

Holding current value

$442,412

% of portfolio

0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$498.8 - $620.9 $344,670 - $429,041	691 New	691 $429,000
Q2 2023 Aug 09, 2023	BUY	$406.17 - $445.71 $3,249 - $3,565	8 Added 1.18%	684 $304,000
Q1 2023 May 04, 2023	SELL	$381.13 - $418.66 $259,168 - $284,688	-680 Reduced 50.15%	676 $277,000
Q4 2022 Feb 07, 2023	BUY	$357.98 - $409.32 $199,394 - $227,991	557 Added 69.71%	1,356 $520,000
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $4,662 - $5,616	13 Added 1.65%	799 $287,000
Q1 2022 May 13, 2022	SELL	$418.06 - $479.84 $529,263 - $607,477	-1,266 Reduced 61.7%	786 $357,000
Q2 2021 Aug 13, 2021	SELL	$402.08 - $429.92 $48,249 - $51,590	-120 Reduced 5.52%	2,052 $882,000
Q1 2021 May 11, 2021	SELL	$370.22 - $398.75 $270,260 - $291,087	-730 Reduced 25.16%	2,172 $864,000
Q4 2020 Feb 10, 2021	SELL	$327.62 - $375.39 $327 - $375	-1 Reduced 0.03%	2,902 $1.09 Million
Q3 2020 Nov 13, 2020	SELL	$311.81 - $359.24 $121,917 - $140,462	-391 Reduced 11.87%	2,903 $974,000
Q2 2020 Aug 13, 2020	SELL	$246.8 - $324.4 $831,962 - $1.09 Million	-3,371 Reduced 50.58%	3,294 $1.02 Million
Q1 2020 May 05, 2020	BUY	$224.65 - $339.88 $1.5 Million - $2.27 Million	6,665 New	6,665 $1.72 Million
Q2 2019 Aug 07, 2019	SELL	$276.38 - $296.02 $307,887 - $329,766	-1,114 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$245.43 - $286.57 $273,409 - $319,238	1,114 New	1,114 $317,000
Q2 2018 Aug 14, 2018	SELL	$259.21 - $280.89 $14,256 - $15,448	-55 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$259.62 - $288.66 $14,279 - $15,876	55 New	55 $15,000

Others Institutions Holding IVV

# of Institutions

3,984

Shares Held

799M

Call Options Held

5.37M

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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Holistic Financial Partners Ishares Core S&P 500 ETF Transaction History