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

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,184 shares of IVV stock, worth $1.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,184

Previous 2,557 14.59%

Holding current value

$1.3 Million

Previous $1.48 Billion 12.84%

% of portfolio

0.19%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $212,800 - $227,750	-373 Reduced 14.59%	2,184 $1.29 Billion
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $28,609 - $31,725	55 Added 2.2%	2,557 $1.48 Billion
Q2 2024 Aug 06, 2024	SELL	$497.53 - $549.64 $68,659 - $75,850	-138 Reduced 5.23%	2,502 $1.37 Billion
Q1 2024 Jun 13, 2024	BUY	$469.56 - $525.73 $22,069 - $24,709	47 Added 1.81%	2,640 $1.39 Billion
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $283,834 - $329,552	688 Added 36.12%	2,593 $1.24 Billion
Q3 2023 Nov 01, 2023	BUY	$427.76 - $460.18 $6,844 - $7,362	16 Added 0.85%	1,905 $818 Million
Q1 2023 Apr 10, 2023	SELL	$381.13 - $418.66 $38,113 - $41,866	-100 Reduced 5.03%	1,889 $777 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $712,022 - $814,137	1,989 New	1,989 $764 Million

Others Institutions Holding IVV

# of Institutions

3,843

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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