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

Premier Path Wealth Partners, LLC

$718 Billion
Q2 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 7,924 shares of IVV stock, worth $5.26 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

7,924

Previous 6,756 17.29%

Holding current value

$5.26 Million

Previous $3.8 Billion 29.61%

% of portfolio

0.68%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$498.8 - $620.9 $582,598 - $725,211	1,168 Added 17.29%	7,924 $4.92 Billion
Q1 2025 Apr 21, 2025	SELL	$554.06 - $615.85 $73,689 - $81,908	-133 Reduced 1.93%	6,756 $3.8 Billion
Q4 2024 Jan 15, 2025	BUY	$570.51 - $610.59 $45,070 - $48,236	79 Added 1.16%	6,889 $4.06 Billion
Q3 2024 Oct 15, 2024	SELL	$520.18 - $576.82 $159,175 - $176,506	-306 Reduced 4.3%	6,810 $3.93 Billion
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $1.45 Million - $1.6 Million	2,919 Added 69.55%	7,116 $3.89 Billion
Q1 2024 Apr 24, 2024	SELL	$469.56 - $525.73 $84,990 - $95,157	-181 Reduced 4.13%	4,197 $2.21 Billion
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $1.81 Million - $2.1 Million	4,378 New	4,378 $2.09 Billion

Others Institutions Holding IVV

# of Institutions

4,078

Shares Held

745M

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 Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Account

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