A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 11,679 shares of IVV stock, worth $7.06 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
11,679
Previous 11,989 2.59%
Holding current value
$7.06 Million
Previous $6.56 Million 2.68%
% of portfolio
3.55%
Previous 3.96%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$520.18 - $576.82 $161,255 - $178,814
-310 Reduced 2.59%
11,679 $6.74 Million
Q2 2024

Aug 05, 2024

SELL
$497.53 - $549.64 $37,314 - $41,223
-75 Reduced 0.62%
11,989 $6.56 Million
Q1 2024

Apr 17, 2024

SELL
$469.56 - $525.73 $61,042 - $68,344
-130 Reduced 1.07%
12,064 $6.34 Million
Q4 2023

Jan 09, 2024

SELL
$412.55 - $479.0 $187,710 - $217,945
-455 Reduced 3.6%
12,194 $5.82 Million
Q3 2023

Oct 25, 2023

SELL
$427.76 - $460.18 $97,957 - $105,381
-229 Reduced 1.78%
12,649 $5.43 Million
Q2 2023

Jul 31, 2023

SELL
$406.17 - $445.71 $143,784 - $157,781
-354 Reduced 2.68%
12,878 $5.74 Million
Q1 2023

Apr 24, 2023

SELL
$381.13 - $418.66 $57,931 - $63,636
-152 Reduced 1.14%
13,232 $5.44 Million
Q4 2022

Jan 26, 2023

SELL
$357.98 - $409.32 $213,714 - $244,364
-597 Reduced 4.27%
13,384 $0
Q3 2022

Oct 20, 2022

BUY
$358.65 - $432.04 $139,873 - $168,495
390 Added 2.87%
13,981 $5.01 Million
Q2 2022

Jul 29, 2022

BUY
$366.99 - $458.8 $286,252 - $357,864
780 Added 6.09%
13,591 $5.15 Million
Q1 2022

Apr 26, 2022

BUY
$418.06 - $479.84 $40,551 - $46,544
97 Added 0.76%
12,811 $5.81 Million
Q4 2021

Jan 19, 2022

SELL
$430.29 - $479.53 $102,839 - $114,607
-239 Reduced 1.85%
12,714 $6.06 Million
Q3 2021

Nov 03, 2021

SELL
$426.8 - $455.27 $15,364 - $16,389
-36 Reduced 0.28%
12,953 $5.58 Million
Q2 2021

Jul 21, 2021

BUY
$402.08 - $429.92 $1.96 Million - $2.1 Million
4,883 Added 60.24%
12,989 $5.58 Million
Q1 2021

May 19, 2021

BUY
$370.22 - $398.75 $3 Million - $3.23 Million
8,106 New
8,106 $3.23 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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