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

Semus Wealth Partners LLC

$151 Billion
Q4 2024

A detailed history of Semus Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Semus Wealth Partners LLC holds 9,818 shares of IVV stock, worth $5.94 Million. This represents 3.83% of its overall portfolio holdings.

Number of Shares

9,818

Previous 9,215 6.54%

Holding current value

$5.94 Million

Previous $5.32 Billion 8.74%

% of portfolio

3.83%

Previous 3.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$570.51 - $610.59 $344,017 - $368,185	603 Added 6.54%	9,818 $5.78 Billion
Q3 2024 Nov 07, 2024	BUY	$520.18 - $576.82 $325,112 - $360,512	625 Added 7.28%	9,215 $5.32 Billion
Q2 2024 Jul 31, 2024	SELL	$497.53 - $549.64 $379,615 - $419,375	-763 Reduced 8.16%	8,590 $4.7 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $1.7 Million - $1.9 Million	-3,612 Reduced 27.86%	9,353 $4.92 Billion
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $346,954 - $402,839	841 Added 6.94%	12,965 $6.19 Billion
Q3 2023 Oct 31, 2023	BUY	$427.76 - $460.18 $454,281 - $488,711	1,062 Added 9.6%	12,124 $5.21 Billion
Q2 2023 Aug 01, 2023	BUY	$406.17 - $445.71 $249,388 - $273,665	614 Added 5.88%	11,062 $4.93 Billion
Q1 2023 Apr 24, 2023	SELL	$381.13 - $418.66 $90,708 - $99,641	-238 Reduced 2.23%	10,448 $4.3 Billion
Q4 2022 Feb 08, 2023	BUY	$357.98 - $409.32 $3.83 Million - $4.37 Million	10,686 New	10,686 $4.11 Billion

Others Institutions Holding IVV

# of Institutions

3,569

Shares Held

696M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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