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

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 1,653 shares of IVV stock, worth $1.12 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
1,653
Previous 2,518 34.35%
Holding current value
$1.12 Million
Previous $1.56 Billion 29.24%
% of portfolio
0.96%
Previous 1.48%

Shares

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

Oct 22, 2025
SELL
$620.67 - $670.08 $536,879 - $579,619
-865 Reduced 34.35%
1,653 $1.11 Billion
Q2 2025

Jul 15, 2025
BUY
$498.8 - $620.9 $139,165 - $173,231
279 Added 12.46%
2,518 $1.56 Billion
Q1 2025

Apr 28, 2025
SELL
$554.06 - $615.85 $1.04 Million - $1.16 Million
-1,879 Reduced 45.63%
2,239 $1.26 Billion
Q4 2024

Jan 24, 2025
BUY
$570.51 - $610.59 $2.35 Million - $2.51 Million
4,118 New
4,118 $2.42 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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