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

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 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 2,652 shares of IVV stock, worth $1.6 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
2,652
Previous 2,650 0.08%
Holding current value
$1.6 Million
Previous $1.45 Billion 5.48%
% of portfolio
0.78%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,449
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email