Bsw Wealth Partners Ishares Core S&P 500 ETF Transaction History

Bsw Wealth Partners

  • $676 Million
  • Q4 2024

A detailed history of Bsw Wealth Partners transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 177,445 shares of IVV stock, worth $99.1 Million. This represents 15.46% of its overall portfolio holdings.

Number of Shares
177,445
Previous 176,111 0.76%
Holding current value
$99.1 Million
Previous $102 Million 2.83%
% of portfolio
15.46%
Previous 15.37%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$570.51 - $610.59 $761,060 - $814,527
1,334 Added 0.76%
177,445 $104 Million
Q3 2024

Oct 29, 2024
BUY
$520.18 - $576.82 $1.41 Million - $1.57 Million
2,716 Added 1.57%
176,111 $102 Million
Q2 2024

Jul 16, 2024
BUY
$497.53 - $549.64 $1.99 Million - $2.19 Million
3,990 Added 2.36%
173,395 $94.9 Million
Q1 2024

Apr 23, 2024
BUY
$469.56 - $525.73 $5.32 Million - $5.95 Million
11,323 Added 7.16%
169,405 $89.1 Million
Q4 2023

Jan 25, 2024
BUY
$412.55 - $479.0 $1.38 Million - $1.6 Million
3,342 Added 2.16%
158,082 $75.5 Million
Q3 2023

Oct 27, 2023
SELL
$427.76 - $460.18 $905,567 - $974,201
-2,117 Reduced 1.35%
154,740 $66.4 Million
Q2 2023

Aug 11, 2023
SELL
$406.17 - $445.71 $1.41 Million - $1.55 Million
-3,474 Reduced 2.17%
156,857 $69.9 Million
Q1 2023

May 15, 2023
BUY
$381.13 - $418.66 $1.27 Million - $1.4 Million
3,336 Added 2.12%
160,331 $65.9 Million
Q4 2022

Feb 13, 2023
SELL
$357.98 - $409.32 $1.6 Million - $1.83 Million
-4,461 Reduced 2.76%
156,995 $60.3 Million
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $974,810 - $1.17 Million
2,718 Added 1.71%
161,456 $57.9 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $670,123 - $837,768
1,826 Added 1.16%
158,738 $60.2 Million
Q1 2022

May 16, 2022
BUY
$418.06 - $479.84 $1.44 Million - $1.66 Million
3,450 Added 2.25%
156,912 $71.2 Million
Q4 2021

Feb 14, 2022
SELL
$430.29 - $479.53 $4.24 Million - $4.72 Million
-9,851 Reduced 6.03%
153,462 $73.2 Million
Q3 2021

Nov 15, 2021
BUY
$426.8 - $455.27 $86,213 - $91,964
202 Added 0.12%
163,313 $70.4 Million
Q2 2021

Aug 16, 2021
SELL
$402.08 - $429.92 $9.62 Million - $10.3 Million
-23,930 Reduced 12.79%
163,111 $70.1 Million
Q1 2021

May 17, 2021
BUY
$370.22 - $398.75 $5.68 Million - $6.12 Million
15,339 Added 8.93%
187,041 $74.4 Million
Q4 2020

Feb 16, 2021
SELL
$327.62 - $375.39 $87,802 - $100,604
-268 Reduced 0.16%
171,702 $64.5 Million
Q3 2020

Nov 13, 2020
SELL
$311.81 - $359.24 $12.6 Million - $14.6 Million
-40,514 Reduced 19.07%
171,970 $57.8 Million
Q2 2020

Aug 13, 2020
BUY
$246.8 - $324.4 $492,119 - $646,853
1,994 Added 0.95%
212,484 $65.8 Million
Q1 2020

May 14, 2020
BUY
$224.65 - $339.88 $2.61 Million - $3.96 Million
11,640 Added 5.85%
210,490 $54.4 Million
Q4 2019

Feb 18, 2020
BUY
$289.63 - $324.32 $5.61 Million - $6.28 Million
19,376 Added 10.8%
198,850 $64.3 Million
Q3 2019

Nov 12, 2019
BUY
$285.57 - $303.77 $460,053 - $489,373
1,611 Added 0.91%
179,474 $53.6 Million
Q2 2019

Aug 13, 2019
BUY
$276.38 - $296.02 $112,763 - $120,776
408 Added 0.23%
177,863 $52.4 Million
Q1 2019

May 14, 2019
BUY
$245.43 - $286.57 $11.5 Million - $13.4 Million
46,808 Added 35.83%
177,455 $50.5 Million
Q4 2018

Feb 13, 2019
SELL
$236.09 - $293.95 $2.5 Million - $3.11 Million
-10,573 Reduced 7.49%
130,647 $32.9 Million
Q3 2018

Nov 09, 2018
BUY
$272.73 - $295.76 $213,547 - $231,580
783 Added 0.56%
141,220 $41.3 Million
Q2 2018

Aug 07, 2018
BUY
$259.21 - $280.89 $1.65 Million - $1.79 Million
6,370 Added 4.75%
140,437 $38.3 Million
Q1 2018

May 10, 2018
SELL
$259.62 - $288.66 $3.49 Million - $3.88 Million
-13,441 Reduced 9.11%
134,067 $35.6 Million
Q4 2017

Feb 08, 2018
SELL
$253.97 - $271.47 $425,145 - $454,440
-1,674 Reduced 1.12%
147,508 $39.7 Million
Q3 2017

Nov 03, 2017
BUY
$246.18 - $253.1 $36.7 Million - $37.8 Million
149,182
149,182 $37.7 Million

Others Institutions Holding IVV

# of Institutions
3,862
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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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