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

Wealth Management Partners, LLC

  • $253 Million
  • Q2 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 19,372 shares of IVV stock, worth $12.4 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
19,372
Previous 18,646 3.89%
Holding current value
$12.4 Million
Previous $10.4 Million 15.59%
% of portfolio
4.76%
Previous 4.91%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$498.8 - $620.9 $362,128 - $450,773
726 Added 3.89%
19,372 $12 Million
Q1 2025

Apr 10, 2025
SELL
$554.06 - $615.85 $105,825 - $117,627
-191 Reduced 1.01%
18,646 $10.4 Million
Q4 2024

Jan 16, 2025
BUY
$570.51 - $610.59 $58,762 - $62,890
103 Added 0.55%
18,837 $11.1 Million
Q3 2024

Oct 21, 2024
SELL
$520.18 - $576.82 $965,974 - $1.07 Million
-1,857 Reduced 9.02%
18,734 $10.8 Million
Q2 2024

Jul 12, 2024
BUY
$497.53 - $549.64 $142,791 - $157,746
287 Added 1.41%
20,591 $11.3 Million
Q1 2024

Apr 12, 2024
SELL
$469.56 - $525.73 $453,594 - $507,855
-966 Reduced 4.54%
20,304 $10.7 Million
Q4 2023

Jan 10, 2024
BUY
$412.55 - $479.0 $2,062 - $2,395
5 Added 0.02%
21,270 $10.2 Million
Q3 2023

Oct 24, 2023
BUY
$427.76 - $460.18 $207,035 - $222,727
484 Added 2.33%
21,265 $9.13 Million
Q2 2023

Jul 24, 2023
BUY
$406.17 - $445.71 $274,164 - $300,854
675 Added 3.36%
20,781 $9.26 Million
Q1 2023

Apr 14, 2023
BUY
$381.13 - $418.66 $40,399 - $44,377
106 Added 0.53%
20,106 $8.27 Million
Q4 2022

Jan 20, 2023
BUY
$357.98 - $409.32 $357,980 - $409,320
1,000 Added 5.26%
20,000 $0
Q2 2022

Jul 15, 2022
SELL
$366.99 - $458.8 $733,980 - $917,600
-2,000 Reduced 9.52%
19,000 $6.97 Million
Q1 2022

Apr 13, 2022
BUY
$418.06 - $479.84 $836,120 - $959,680
2,000 Added 10.53%
21,000 $9.64 Million
Q4 2021

Jan 19, 2022
BUY
$430.29 - $479.53 $755,589 - $842,054
1,756 Added 10.18%
19,000 $9.05 Million
Q3 2021

Oct 29, 2021
BUY
$426.8 - $455.27 $1.28 Million - $1.36 Million
2,991 Added 20.99%
17,244 $7.43 Million
Q2 2021

Jul 14, 2021
BUY
$402.08 - $429.92 $607,542 - $649,609
1,511 Added 11.86%
14,253 $6.13 Million
Q1 2021

Apr 15, 2021
SELL
$370.22 - $398.75 $455,370 - $490,462
-1,230 Reduced 8.8%
12,742 $5.2 Million
Q4 2020

Feb 04, 2021
BUY
$327.62 - $375.39 $4.58 Million - $5.24 Million
13,972 New
13,972 $5.38 Million

Others Institutions Holding IVV

# of Institutions
4,001
Shares Held
792M
Call Options Held
5.37M
Put Options Held
2.01M
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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