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

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 2,627 shares of IVV stock, worth $1.6 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
2,627
Previous 2,652 0.94%
Holding current value
$1.6 Million
Previous $1.53 Billion 1.08%
% of portfolio
0.74%
Previous 0.78%

Shares

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

Jan 14, 2025
SELL
$570.51 - $610.59 $14,262 - $15,264
-25 Reduced 0.94%
2,627 $1.55 Billion
Q3 2024

Oct 09, 2024
BUY
$520.18 - $576.82 $1,040 - $1,153
2 Added 0.08%
2,652 $1.53 Billion
Q2 2024

Jul 10, 2024
BUY
$497.53 - $549.64 $34,329 - $37,925
69 Added 2.67%
2,650 $1.45 Billion
Q1 2024

Apr 16, 2024
SELL
$469.56 - $525.73 $3,286 - $3,680
-7 Reduced 0.27%
2,581 $1.36 Billion
Q4 2023

Mar 20, 2024
BUY
$412.55 - $479.0 $1.07 Million - $1.24 Million
2,588 New
2,588 $1.24 Billion

Others Institutions Holding IVV

# of Institutions
3,614
Shares Held
710M
Call Options Held
1.44M
Put Options Held
1.11M
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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