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

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,273 shares of IVV stock, worth $11.6 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
18,273
Previous 13,954 30.95%
Holding current value
$11.6 Million
Previous $8.21 Billion 25.0%
% of portfolio
2.08%
Previous 1.69%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$554.06 - $615.85 $2.39 Million - $2.66 Million
4,319 Added 30.95%
18,273 $10.3 Billion
Q4 2024

Jan 27, 2025
SELL
$570.51 - $610.59 $2.03 Million - $2.18 Million
-3,563 Reduced 20.34%
13,954 $8.21 Billion
Q3 2024

Oct 28, 2024
BUY
$520.18 - $576.82 $656,467 - $727,946
1,262 Added 7.76%
17,517 $10.1 Billion
Q2 2024

Sep 11, 2024
BUY
$497.53 - $549.64 $1.98 Million - $2.18 Million
3,973 Added 32.35%
16,255 $8.9 Billion
Q1 2024

Sep 11, 2024
BUY
$469.56 - $525.73 $2.49 Million - $2.78 Million
5,296 Added 75.81%
12,282 $6.46 Billion
Q4 2023

Sep 11, 2024
BUY
$412.55 - $479.0 $88,698 - $102,985
215 Added 3.18%
6,986 $3.34 Billion
Q3 2023

Sep 11, 2024
BUY
$427.76 - $460.18 $805,472 - $866,518
1,883 Added 38.52%
6,771 $2.91 Billion
Q2 2023

Sep 11, 2024
SELL
$406.17 - $445.71 $22,339 - $24,514
-55 Reduced 1.11%
4,888 $2.18 Billion
Q1 2023

Sep 11, 2024
BUY
$381.13 - $418.66 $54,882 - $60,287
144 Added 3.0%
4,943 $2.03 Billion
Q4 2022

Sep 11, 2024
SELL
$357.98 - $409.32 $28,280 - $32,336
-79 Reduced 1.62%
4,799 $1.84 Billion
Q3 2022

Sep 11, 2024
SELL
$358.65 - $432.04 $210,168 - $253,175
-586 Reduced 10.72%
4,878 $1.75 Billion
Q2 2022

Sep 11, 2024
SELL
$366.99 - $458.8 $512,685 - $640,943
-1,397 Reduced 20.36%
5,464 $2.07 Billion
Q1 2022

Sep 11, 2024
SELL
$418.06 - $479.84 $406,772 - $466,884
-973 Reduced 12.42%
6,861 $3.11 Billion
Q4 2021

Sep 10, 2024
BUY
$430.29 - $479.53 $46,901 - $52,268
109 Added 1.41%
7,834 $3.74 Billion
Q3 2021

Sep 10, 2024
SELL
$426.8 - $455.27 $81,092 - $86,501
-190 Reduced 2.4%
7,725 $3.33 Billion
Q2 2021

Sep 10, 2024
SELL
$402.08 - $429.92 $198,627 - $212,380
-494 Reduced 5.87%
7,915 $3.4 Billion
Q1 2021

Sep 10, 2024
SELL
$370.22 - $398.75 $296,176 - $319,000
-800 Reduced 8.69%
8,409 $3.35 Billion
Q4 2020

Sep 10, 2024
BUY
$327.62 - $375.39 $78,301 - $89,718
239 Added 2.66%
9,209 $3.46 Billion
Q3 2020

Sep 10, 2024
SELL
$311.81 - $359.24 $414,395 - $477,429
-1,329 Reduced 12.9%
8,970 $3.01 Billion
Q2 2020

Sep 10, 2024
BUY
$246.8 - $324.4 $1.7 Million - $2.24 Million
6,894 Added 202.47%
10,299 $3.19 Billion
Q1 2020

Sep 10, 2024
BUY
$224.65 - $339.88 $516,695 - $781,724
2,300 Added 208.14%
3,405 $880 Million
Q4 2019

Sep 09, 2024
BUY
$289.63 - $324.32 $320,041 - $358,373
1,105 New
1,105 $357 Million

Others Institutions Holding IVV

# of Institutions
3,979
Shares Held
803M
Call Options Held
5.37M
Put Options Held
2M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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