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

Avid Wealth Partners LLC

$147 Billion
Q1 2025

A detailed history of Avid Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 16,451 shares of IVV stock, worth $8.71 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares

16,451

Previous 17,858 7.88%

Holding current value

$8.71 Million

Previous $10.5 Billion 12.07%

% of portfolio

6.27%

Previous 7.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$554.06 - $615.85 $779,562 - $866,500	-1,407 Reduced 7.88%	16,451 $9.24 Billion
Q4 2024 Jan 27, 2025	BUY	$570.51 - $610.59 $2.26 Million - $2.42 Million	3,956 Added 28.46%	17,858 $10.5 Billion
Q3 2024 Nov 01, 2024	BUY	$520.18 - $576.82 $814,601 - $903,300	1,566 Added 12.69%	13,902 $8.02 Billion
Q2 2024 Jul 19, 2024	SELL	$497.53 - $549.64 $4.78 Million - $5.28 Million	-9,610 Reduced 43.79%	12,336 $6.75 Billion
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $10.1 Million - $11.3 Million	21,437 Added 4211.59%	21,946 $11.5 Billion
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $209,987 - $243,811	509 New	509 $243 Million

Others Institutions Holding IVV

# of Institutions

3,883

Shares Held

758M

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 Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Account

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