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

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 3,011 shares of IVV stock, worth $1.68 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,011
Previous 2,954 1.93%
Holding current value
$1.68 Million
Previous $1.74 Billion 2.74%
% of portfolio
0.53%
Previous 0.63%

Shares

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

May 14, 2025
BUY
$554.06 - $615.85 $31,581 - $35,103
57 Added 1.93%
3,011 $1.69 Billion
Q4 2024

Feb 06, 2025
BUY
$570.51 - $610.59 $1.69 Million - $1.8 Million
2,954 New
2,954 $1.74 Billion
Q2 2024

Jul 18, 2024
BUY
$497.53 - $549.64 $1.51 Million - $1.67 Million
3,041 New
3,041 $1.66 Billion

Others Institutions Holding IVV

# of Institutions
3,913
Shares Held
820M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email