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

Birchcreek Wealth Management, LLC

  • $193 Million
  • Q3 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 2,033 shares of IVV stock, worth $1.37 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
2,033
Previous 2,103 3.33%
Holding current value
$1.37 Million
Previous $1.31 Million 4.21%
% of portfolio
0.71%
Previous 0.74%

Shares

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

Oct 27, 2025
SELL
$620.67 - $670.08 $43,446 - $46,905
-70 Reduced 3.33%
2,033 $1.36 Million
Q2 2025

Aug 07, 2025
BUY
$498.8 - $620.9 $86,292 - $107,415
173 Added 8.96%
2,103 $1.31 Million
Q1 2025

May 06, 2025
SELL
$554.06 - $615.85 $124,109 - $137,950
-224 Reduced 10.4%
1,930 $1.08 Million
Q4 2024

Feb 04, 2025
SELL
$570.51 - $610.59 $128,364 - $137,382
-225 Reduced 9.46%
2,154 $1.27 Million
Q3 2024

Nov 06, 2024
SELL
$520.18 - $576.82 $123,802 - $137,283
-238 Reduced 9.09%
2,379 $1.37 Million
Q1 2024

Apr 29, 2024
BUY
$469.56 - $525.73 $62,921 - $70,447
134 Added 5.4%
2,617 $1.38 Million
Q4 2023

Feb 05, 2024
BUY
$412.55 - $479.0 $70,133 - $81,430
170 Added 7.35%
2,483 $1.19 Million
Q3 2023

Oct 23, 2023
SELL
$427.76 - $460.18 $3,849 - $4,141
-9 Reduced 0.39%
2,313 $993,000
Q2 2023

Jul 20, 2023
SELL
$406.17 - $445.71 $391,141 - $429,218
-963 Reduced 29.32%
2,322 $1.03 Million
Q1 2023

May 01, 2023
BUY
$381.13 - $418.66 $325,103 - $357,116
853 Added 35.07%
3,285 $1.35 Million
Q4 2022

Feb 06, 2023
BUY
$357.98 - $409.32 $2,863 - $3,274
8 Added 0.33%
2,432 $934,000
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $27,257 - $32,835
76 Added 3.24%
2,424 $869,000
Q2 2022

Aug 12, 2022
BUY
$366.99 - $458.8 $20,918 - $26,151
57 Added 2.49%
2,348 $890,000
Q1 2022

May 13, 2022
BUY
$418.06 - $479.84 $6,270 - $7,197
15 Added 0.66%
2,291 $1.04 Million
Q4 2021

Feb 09, 2022
SELL
$430.29 - $479.53 $4,733 - $5,274
-11 Reduced 0.48%
2,276 $1.09 Million
Q3 2021

Nov 16, 2021
SELL
$426.8 - $455.27 $3,841 - $4,097
-9 Reduced 0.39%
2,287 $985,000
Q2 2021

Aug 16, 2021
SELL
$402.08 - $429.92 $7,237 - $7,738
-18 Reduced 0.78%
2,296 $987,000
Q1 2021

May 17, 2021
SELL
$370.22 - $398.75 $29,247 - $31,501
-79 Reduced 3.3%
2,314 $921,000
Q4 2020

Jan 28, 2021
BUY
$327.62 - $375.39 $783,994 - $898,308
2,393 New
2,393 $898,000

Others Institutions Holding IVV

# of Institutions
4,145
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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