A detailed history of Sweet Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 3,058 shares of IVV stock, worth $1.81 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,058
Previous 3,050 0.26%
Holding current value
$1.81 Million
Previous $1.67 Million 5.63%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Oct 16, 2024

BUY
$520.18 - $576.82 $4,161 - $4,614
8 Added 0.26%
3,058 $1.76 Million
Q2 2024

Jul 18, 2024

BUY
$497.53 - $549.64 $3,980 - $4,397
8 Added 0.26%
3,050 $1.67 Million
Q1 2024

Apr 23, 2024

BUY
$469.56 - $525.73 $4,226 - $4,731
9 Added 0.3%
3,042 $1.6 Million
Q4 2023

Jan 12, 2024

BUY
$412.55 - $479.0 $8,251 - $9,580
20 Added 0.66%
3,033 $1.45 Million
Q2 2023

Jul 24, 2023

BUY
$406.17 - $445.71 $3,655 - $4,011
9 Added 0.3%
3,013 $1.34 Million
Q1 2023

Apr 14, 2023

BUY
$381.13 - $418.66 $4,192 - $4,605
11 Added 0.37%
3,004 $1.23 Million
Q4 2022

Jan 19, 2023

BUY
$357.98 - $409.32 $4,653 - $5,321
13 Added 0.44%
2,993 $0
Q3 2022

Nov 10, 2022

BUY
$358.65 - $432.04 $5,021 - $6,048
14 Added 0.47%
2,980 $1.07 Million
Q2 2022

Aug 03, 2022

BUY
$366.99 - $458.8 $1.09 Million - $1.36 Million
2,966 New
2,966 $1.13 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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