Meridian Financial Partners LLC Ishares Core S&P 500 ETF Transaction History

Meridian Financial Partners LLC

$235 Million
Q3 2025

A detailed history of Meridian Financial Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Meridian Financial Partners LLC holds 10,864 shares of IVV stock, worth $7.34 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares

10,864

Previous 11,166 2.7%

Holding current value

$7.34 Million

Previous $6.93 Million 4.88%

% of portfolio

3.1%

Previous 3.26%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$620.67 - $670.08 $187,442 - $202,364	-302 Reduced 2.7%	10,864 $7.27 Million
Q2 2025 Aug 07, 2025	SELL	$498.8 - $620.9 $78,311 - $97,481	-157 Reduced 1.39%	11,166 $6.93 Million
Q1 2025 Apr 14, 2025	SELL	$554.06 - $615.85 $178,407 - $198,303	-322 Reduced 2.77%	11,323 $6.36 Million
Q4 2024 Jan 14, 2025	SELL	$570.51 - $610.59 $66,749 - $71,439	-117 Reduced 0.99%	11,645 $6.86 Million
Q3 2024 Oct 17, 2024	BUY	$520.18 - $576.82 $618,494 - $685,838	1,189 Added 11.25%	11,762 $6.79 Million

Q2 2024 Jul 19, 2024	BUY	$497.53 - $549.64 $5.26 Million - $5.81 Million	10,573 New	10,573 $5.87 Million
Q2 2023 Jul 24, 2023	BUY	$406.17 - $445.71 $4.26 Million - $4.68 Million	10,492 New	10,492 $4.77 Million
Q2 2022 Jul 29, 2022	BUY	$366.99 - $458.8 $4.1 Million - $5.13 Million	11,172 New	11,172 $4.5 Million
Q1 2022 May 02, 2022	SELL	$418.06 - $479.84 $4.11 Million - $4.72 Million	-9,841 Closed	0 $0
Q4 2021 Jan 27, 2022	SELL	$430.29 - $479.53 $7,745 - $8,631	-18 Reduced 0.18%	9,841 $4.47 Million
Q3 2021 Oct 25, 2021	BUY	$426.8 - $455.27 $496,795 - $529,934	1,164 Added 13.39%	9,859 $4.31 Million
Q2 2021 Jul 21, 2021	SELL	$402.08 - $429.92 $125,851 - $134,564	-313 Reduced 3.47%	8,695 $3.77 Million
Q1 2021 Apr 21, 2021	SELL	$370.22 - $398.75 $147,347 - $158,702	-398 Reduced 4.23%	9,008 $3.73 Million
Q4 2020 Jan 21, 2021	SELL	$327.62 - $375.39 $118,598 - $135,891	-362 Reduced 3.71%	9,406 $3.62 Million
Q3 2020 Nov 02, 2020	SELL	$311.81 - $359.24 $366,376 - $422,107	-1,175 Reduced 10.74%	9,768 $3.33 Million
Q2 2020 Jul 21, 2020	SELL	$246.8 - $324.4 $290,236 - $381,494	-1,176 Reduced 9.7%	10,943 $3.5 Million
Q1 2020 Apr 21, 2020	SELL	$224.65 - $339.88 $41,110 - $62,198	-183 Reduced 1.49%	12,119 $3.49 Million
Q4 2019 Jan 13, 2020	SELL	$289.63 - $324.32 $67,194 - $75,242	-232 Reduced 1.85%	12,302 $4.01 Million
Q3 2019 Oct 07, 2019	SELL	$285.57 - $303.77 $248,445 - $264,279	-870 Reduced 6.49%	12,534 $3.63 Million
Q2 2019 Jul 19, 2019	SELL	$276.38 - $296.02 $376,982 - $403,771	-1,364 Reduced 9.24%	13,404 $4.02 Million
Q1 2019 May 01, 2019	SELL	$245.43 - $286.57 $317,340 - $370,535	-1,293 Reduced 8.05%	14,768 $4.3 Million
Q4 2018 Jan 16, 2019	BUY	$236.09 - $293.95 $3.79 Million - $4.72 Million	16,061 New	16,061 $4.04 Million

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Meridian Financial Partners LLC with notifications on news.

Account

Meridian Financial Partners LLC Ishares Core S&P 500 ETF Transaction History