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

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 3,359 shares of IVV stock, worth $2.27 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,359
Previous 3,300 1.79%
Holding current value
$2.27 Million
Previous $2.05 Billion 9.73%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Nov 07, 2025
BUY
$620.67 - $670.08 $36,619 - $39,534
59 Added 1.79%
3,359 $2.25 Billion
Q2 2025

Aug 08, 2025
BUY
$498.8 - $620.9 $475,356 - $591,717
953 Added 40.61%
3,300 $2.05 Billion
Q1 2025

May 02, 2025
BUY
$554.06 - $615.85 $269,827 - $299,918
487 Added 26.18%
2,347 $1.32 Billion
Q4 2024

Feb 14, 2025
BUY
$570.51 - $610.59 $1.06 Million - $1.14 Million
1,860 New
1,860 $1.09 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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