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

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 235,916 shares of IVV stock, worth $159 Million. This represents 18.08% of its overall portfolio holdings.

Number of Shares
235,916
Previous 239,132 1.34%
Holding current value
$159 Million
Previous $148 Billion 6.35%
% of portfolio
18.08%
Previous 18.24%

Shares

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

Nov 12, 2025
SELL
$620.67 - $670.08 $2 Million - $2.15 Million
-3,216 Reduced 1.34%
235,916 $158 Billion
Q2 2025

Aug 12, 2025
BUY
$498.8 - $620.9 $7.16 Million - $8.92 Million
14,360 Added 6.39%
239,132 $148 Billion
Q1 2025

May 07, 2025
SELL
$554.06 - $615.85 $11.8 Million - $13.1 Million
-21,211 Reduced 8.62%
224,772 $126 Billion
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $140 Million - $150 Million
245,983 New
245,983 $145 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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