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

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 570,383 shares of IVV stock, worth $318 Million. This represents 10.24% of its overall portfolio holdings.

Number of Shares

570,383

Previous 603,616 5.51%

Holding current value

$318 Million

Previous $355 Billion 9.8%

% of portfolio

10.24%

Previous 11.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$554.06 - $615.85 $18.4 Million - $20.5 Million	-33,233 Reduced 5.51%	570,383 $320 Billion
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $3.86 Million - $4.14 Million	6,773 Added 1.13%	603,616 $355 Billion
Q3 2024 Oct 09, 2024	BUY	$520.18 - $576.82 $7.63 Million - $8.46 Million	14,662 Added 2.52%	596,843 $344 Billion
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $34.2 Million - $37.8 Million	68,811 Added 13.4%	582,181 $319 Billion
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $12.4 Million - $13.9 Million	26,489 Added 5.44%	513,370 $270 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $201 Million - $233 Million	486,881 New	486,881 $233 Billion

Others Institutions Holding IVV

# of Institutions

3,903

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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