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

Sagespring Wealth Partners, LLC

$5.5 Trillion
Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 352,191 shares of IVV stock, worth $238 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

352,191

Previous 375,360 6.17%

Holding current value

$238 Million

Previous $193 Billion 5.88%

% of portfolio

3.3%

Previous 3.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$656.2 - $690.71 $15.2 Million - $16 Million	-23,169 Reduced 6.17%	352,191 $182 Billion
Q3 2025 Oct 31, 2025	BUY	$620.67 - $670.08 $9.27 Million - $10 Million	14,935 Added 4.14%	375,360 $193 Billion
Q2 2025 Jul 28, 2025	BUY	$498.8 - $620.9 $14.3 Million - $17.8 Million	28,702 Added 8.65%	360,425 $170 Billion
Q1 2025 Apr 17, 2025	BUY	$554.06 - $615.85 $5.27 Million - $5.86 Million	9,519 Added 2.95%	331,723 $138 Billion
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $184 Million - $197 Million	322,204 New	322,204 $139 Billion

Others Institutions Holding IVV

# of Institutions

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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