Sunbeam Capital Management, LLC Ishares Core S&P 500 ETF Transaction History

Sunbeam Capital Management, LLC

  • $161 Billion
  • Q3 2025

A detailed history of Sunbeam Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sunbeam Capital Management, LLC holds 32,442 shares of IVV stock, worth $21.9 Million. This represents 13.49% of its overall portfolio holdings.

Number of Shares
32,442
Previous 31,004 4.64%
Holding current value
$21.9 Million
Previous $19.3 Billion 12.79%
% of portfolio
13.49%
Previous 14.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$620.67 - $670.08 $892,523 - $963,575
1,438 Added 4.64%
32,442 $21.7 Billion
Q2 2025

Jul 23, 2025
BUY
$498.8 - $620.9 $506,282 - $630,213
1,015 Added 3.38%
31,004 $19.3 Billion
Q1 2025

May 06, 2025
BUY
$554.06 - $615.85 $867,103 - $963,805
1,565 Added 5.51%
29,989 $16.9 Billion
Q4 2024

Feb 24, 2025
BUY
$570.51 - $610.59 $11.1 Million - $11.9 Million
19,466 Added 217.3%
28,424 $16.7 Billion
Q4 2024

Feb 20, 2025
BUY
$570.51 - $610.59 $5.11 Million - $5.47 Million
8,958 New
8,958 $16.7 Billion

Others Institutions Holding IVV

# of Institutions
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
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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