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

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,392 shares of IVV stock, worth $940,031. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,392
Previous 1,458 4.53%
Holding current value
$940,031
Previous $975,000 3.59%
% of portfolio
0.35%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$656.2 - $690.71 $43,309 - $45,586
-66 Reduced 4.53%
1,392 $940,000
Q3 2025

Oct 24, 2025
SELL
$620.67 - $670.08 $2,482 - $2,680
-4 Reduced 0.27%
1,458 $975,000
Q2 2025

Jul 16, 2025
SELL
$498.8 - $620.9 $16,959 - $21,110
-34 Reduced 2.27%
1,462 $907,000
Q1 2025

Apr 21, 2025
BUY
$554.06 - $615.85 $828,873 - $921,311
1,496 New
1,496 $840,000

Others Institutions Holding IVV

# of Institutions
4,157
Shares Held
795M
Call Options Held
3.41M
Put Options Held
2.27M
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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