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

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Westmount Partners, LLC holds 11,503 shares of IVV stock, worth $6.93 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

11,503

Previous 11,492 0.1%

Holding current value

$6.93 Million

Previous $6.63 Billion 2.15%

% of portfolio

2.06%

Previous 1.99%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $6,275 - $6,716	11 Added 0.1%	11,503 $6.77 Billion
Q3 2024 Jan 13, 2025	BUY	$520.18 - $576.82 $5.98 Million - $6.63 Million	11,492 New	11,492 $6.63 Billion
Q2 2024 Jan 28, 2025	BUY	$497.53 - $549.64 $14,428 - $15,939	29 Added 0.25%	11,437 $6.27 Billion
Q1 2024 Jan 28, 2025	BUY	$469.56 - $525.73 $461,577 - $516,792	983 Added 9.43%	11,408 $6 Billion
Q4 2023 Jan 28, 2025	SELL	$412.55 - $479.0 $197,198 - $228,962	-478 Reduced 4.38%	10,425 $4.98 Billion
Q3 2023 Jan 28, 2025	BUY	$427.76 - $460.18 $236,551 - $254,479	553 Added 5.34%	10,903 $4.68 Billion
Q2 2023 Jan 28, 2025	SELL	$406.17 - $445.71 $468,314 - $513,903	-1,153 Reduced 10.02%	10,350 $4.61 Billion
Q1 2023 Jan 29, 2025	SELL	$381.13 - $418.66 $447,065 - $491,088	-1,173 Reduced 10.2%	10,330 $4.25 Billion
Q4 2022 Jan 28, 2025	SELL	$357.98 - $409.32 $465,016 - $531,706	-1,299 Reduced 11.29%	10,204 $3.92 Billion

Others Institutions Holding IVV

# of Institutions

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Westmount Partners, LLC with notifications on news.

Account

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