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

Cfm Wealth Partners LLC

  • $589 Million
  • Q4 2024

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 1,230 shares of IVV stock, worth $686,487. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,230
Previous 1,133 8.56%
Holding current value
$686,487
Previous $653,000 10.87%
% of portfolio
0.12%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
SELL
$357.98 - $409.32 $87.8 Million - $100 Million
-245,191 Reduced 99.58%
1,023 $393 Million
Q4 2022

Jan 19, 2023
BUY
$357.98 - $409.32 $87.8 Million - $100 Million
245,191 Added 23967.84%
246,214 $0
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
3,875
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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