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

Core Wealth Partners LLC

$218 Billion
Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 771 shares of IVV stock, worth $520,664. This represents 0.24% of its overall portfolio holdings.

Number of Shares

771

Previous 770 0.13%

Holding current value

$520,664

Previous $478 Million 7.92%

% of portfolio

0.24%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$620.67 - $670.08 $620 - $670	1 Added 0.13%	771 $516 Million
Q2 2025 Aug 11, 2025	BUY	$498.8 - $620.9 $498 - $620	1 Added 0.13%	770 $478 Million
Q1 2025 May 12, 2025	BUY	$554.06 - $615.85 $554 - $615	1 Added 0.13%	769 $432 Million
Q4 2024 Feb 11, 2025	BUY	$570.51 - $610.59 $6,275 - $6,716	11 Added 1.45%	768 $452 Million
Q3 2024 Nov 04, 2024	BUY	$520.18 - $576.82 $520 - $576	1 Added 0.13%	757 $437 Million

Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $497 - $549	1 Added 0.13%	756 $414 Million
Q1 2024 Apr 19, 2024	BUY	$469.56 - $525.73 $469 - $525	1 Added 0.13%	755 $397 Million
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $825 - $958	2 Added 0.27%	754 $360 Million
Q2 2023 Aug 11, 2023	BUY	$406.17 - $445.71 $406 - $445	1 Added 0.13%	752 $335 Million
Q1 2023 May 11, 2023	BUY	$381.13 - $418.66 $286,228 - $314,413	751 New	751 $309 Million

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
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Core Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History