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

Cfm Wealth Partners LLC

$683 Million
Q3 2025

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 1,022 shares of IVV stock, worth $690,166. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,022

Previous 1,161 11.97%

Holding current value

$690,166

Previous $720,000 5.0%

% of portfolio

0.1%

Previous 0.12%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$620.67 - $670.08 $86,273 - $93,141	-139 Reduced 11.97%	1,022 $684,000
Q2 2025 Jul 23, 2025	SELL	$498.8 - $620.9 $16,959 - $21,110	-34 Reduced 2.85%	1,161 $720,000
Q1 2025 Apr 24, 2025	SELL	$554.06 - $615.85 $19,392 - $21,554	-35 Reduced 2.85%	1,195 $671,000
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $55,339 - $59,227	97 Added 8.56%	1,230 $724,000
Q3 2024 Oct 23, 2024	BUY	$520.18 - $576.82 $520 - $576	1 Added 0.09%	1,133 $653,000

Q1 2024 Apr 15, 2024	BUY	$469.56 - $525.73 $74,190 - $83,065	158 Added 16.22%	1,132 $595,000
Q3 2023 Oct 11, 2023	SELL	$427.76 - $460.18 $5,560 - $5,982	-13 Reduced 1.32%	974 $418,000
Q2 2023 Jul 14, 2023	SELL	$406.17 - $445.71 $3,655 - $4,011	-9 Reduced 0.9%	987 $439,000
Q1 2023 Apr 12, 2023	SELL	$381.13 - $418.66 $93.5 Million - $103 Million	-245,218 Reduced 99.6%	996 $409,000
Q4 2022 Jan 19, 2023	BUY	$357.98 - $409.32 $87.8 Million - $100 Million	245,191 Added 23967.84%	246,214 $0
Q4 2022 Jan 19, 2023	SELL	$357.98 - $409.32 $87.8 Million - $100 Million	-245,191 Reduced 99.58%	1,023 $393 Million
Q3 2022 Oct 17, 2022	BUY	$358.65 - $432.04 $90,738 - $109,306	253 Added 32.86%	1,023 $367,000
Q2 2022 Jul 12, 2022	SELL	$366.99 - $458.8 $224,230 - $280,326	-611 Reduced 44.24%	770 $292,000
Q1 2022 Apr 14, 2022	SELL	$418.06 - $479.84 $448,996 - $515,348	-1,074 Reduced 43.75%	1,381 $627,000
Q4 2021 Jan 21, 2022	SELL	$430.29 - $479.53 $66,694 - $74,327	-155 Reduced 5.94%	2,455 $1.18 Million
Q3 2021 Oct 25, 2021	SELL	$426.8 - $455.27 $11,096 - $11,837	-26 Reduced 0.99%	2,610 $1.12 Million
Q2 2021 Jul 21, 2021	SELL	$402.08 - $429.92 $99,715 - $106,620	-248 Reduced 8.6%	2,636 $1.13 Million
Q1 2021 May 17, 2021	BUY	$370.22 - $398.75 $370 - $398	1 Added 0.03%	2,884 $1.15 Million
Q2 2020 Aug 14, 2020	SELL	$246.8 - $324.4 $19,250 - $25,303	-78 Reduced 2.63%	2,883 $892,000
Q1 2020 May 12, 2020	BUY	$224.65 - $339.88 $43,357 - $65,596	193 Added 6.97%	2,961 $765,000
Q4 2019 Jan 30, 2020	BUY	$289.63 - $324.32 $801,695 - $897,717	2,768 New	2,768 $920,000

Others Institutions Holding IVV

# of Institutions

4,136

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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