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

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 19,379 shares of IVV stock, worth $12.4 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

19,379

Previous 21,747 10.89%

Holding current value

$12.4 Million

Previous $12.2 Billion 1.53%

% of portfolio

2.95%

Previous 3.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$498.8 - $620.9 $1.18 Million - $1.47 Million	-2,368 Reduced 10.89%	19,379 $12 Billion
Q1 2025 Apr 17, 2025	BUY	$554.06 - $615.85 $536,884 - $596,758	969 Added 4.66%	21,747 $12.2 Billion
Q4 2024 Jan 21, 2025	SELL	$570.51 - $610.59 $237,902 - $254,616	-417 Reduced 1.97%	20,778 $12.2 Billion
Q3 2024 Oct 17, 2024	BUY	$520.18 - $576.82 $121,722 - $134,975	234 Added 1.12%	21,195 $12.2 Billion
Q2 2024 Jul 23, 2024	SELL	$497.53 - $549.64 $56,220 - $62,109	-113 Reduced 0.54%	20,961 $11.5 Billion
Q1 2024 Apr 23, 2024	BUY	$469.56 - $525.73 $306,153 - $342,775	652 Added 3.19%	21,074 $11.1 Billion
Q4 2023 Jan 18, 2024	BUY	$412.55 - $479.0 $8.43 Million - $9.78 Million	20,422 New	20,422 $9.75 Billion

Others Institutions Holding IVV

# of Institutions

3,967

Shares Held

813M

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