Sweet Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 2024

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 3,042 shares of IVV stock, worth $1.66 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,042

Previous 3,033 0.3%

Holding current value

$1.66 Million

Previous $1.45 Million 10.43%

% of portfolio

0.38%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$374.51 - $409.32 $4,868 - $5,321	13 Added 0.44%	2,993 $0

Q3 2022 Nov 10, 2022	BUY	$371.42 - $432.04 $5,199 - $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

# of Institutions

3,247

Shares Held

624M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sweet Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History