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

O'Brien Wealth Partners LLC

$607 Million
Q2 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 1,215 shares of IVV stock, worth $806,735. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,215

Previous 1,215 -0.0%

Holding current value

$806,735

Previous $682,000 10.56%

% of portfolio

0.12%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$554.06 - $615.85 $2,770 - $3,079	-5 Reduced 0.41%	1,215 $682,000
Q2 2024 Jul 22, 2024	SELL	$497.53 - $549.64 $6,467 - $7,145	-13 Reduced 1.05%	1,220 $667,000
Q4 2023 Jan 25, 2024	SELL	$412.55 - $479.0 $9,901 - $11,496	-24 Reduced 1.91%	1,233 $588,000
Q3 2023 Oct 24, 2023	BUY	$427.76 - $460.18 $64,591 - $69,487	151 Added 13.65%	1,257 $539,000
Q1 2023 May 08, 2023	BUY	$381.13 - $418.66 $32,396 - $35,586	85 Added 8.33%	1,106 $454,000
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $4,303 - $5,184	-12 Reduced 1.16%	1,021 $366,000
Q2 2022 Jul 22, 2022	SELL	$366.99 - $458.8 $34,864 - $43,586	-95 Reduced 8.42%	1,033 $392,000
Q1 2022 May 10, 2022	BUY	$418.06 - $479.84 $69,816 - $80,133	167 Added 17.38%	1,128 $451,000
Q4 2021 Feb 09, 2022	BUY	$430.29 - $479.53 $118,329 - $131,870	275 Added 40.09%	961 $435,000
Q2 2020 Jul 10, 2020	BUY	$246.8 - $324.4 $169,304 - $222,538	686 New	686 $217,000
Q1 2020 Apr 03, 2020	SELL	$224.65 - $339.88 $175,676 - $265,786	-782 Closed	0 $0
Q4 2019 Jan 07, 2020	BUY	$289.63 - $324.32 $27,804 - $31,134	96 Added 13.99%	782 $254,000
Q3 2019 Oct 04, 2019	SELL	$285.57 - $303.77 $246,732 - $262,457	-864 Reduced 55.74%	686 $205,000
Q2 2019 Jul 08, 2019	BUY	$276.38 - $296.02 $168,039 - $179,980	608 Added 64.54%	1,550 $465,000
Q1 2019 Apr 05, 2019	SELL	$245.43 - $286.57 $241,257 - $281,698	-983 Reduced 51.06%	942 $268,000
Q4 2018 Jan 17, 2019	BUY	$236.09 - $293.95 $232,076 - $288,952	983 Added 104.35%	1,925 $506,000
Q3 2018 Oct 09, 2018	SELL	$272.73 - $295.76 $4,636 - $5,027	-17 Reduced 1.77%	942 $276,000
Q2 2018 Jul 11, 2018	BUY	$259.21 - $280.89 $4,406 - $4,775	17 Added 1.8%	959 $262,000
Q3 2017 Oct 12, 2017	BUY	$246.18 - $253.1 $231,901 - $238,420	942	942 $238,000

Others Institutions Holding IVV

# of Institutions

4,040

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Account

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