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

Mycio Wealth Partners, LLC

$430 Million
Q3 2025

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 30,737 shares of IVV stock, worth $20.8 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares

30,737

Previous 31,123 1.24%

Holding current value

$20.8 Million

Previous $19.3 Million 6.46%

% of portfolio

4.78%

Previous 4.48%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $239,578 - $258,650	-386 Reduced 1.24%	30,737 $20.6 Million
Q2 2025 Jul 31, 2025	SELL	$498.8 - $620.9 $181,064 - $225,386	-363 Reduced 1.15%	31,123 $19.3 Million
Q1 2025 May 07, 2025	BUY	$554.06 - $615.85 $147,934 - $164,431	267 Added 0.86%	31,486 $17.7 Million
Q4 2024 Jan 29, 2025	SELL	$570.51 - $610.59 $1.27 Million - $1.36 Million	-2,221 Reduced 6.64%	31,219 $18.4 Million
Q3 2024 Oct 25, 2024	BUY	$520.18 - $576.82 $381,812 - $423,385	734 Added 2.24%	33,440 $19.3 Million

Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $24,876 - $27,482	50 Added 0.15%	32,706 $17.9 Million
Q1 2024 May 07, 2024	BUY	$469.56 - $525.73 $3.3 Million - $3.7 Million	7,032 Added 27.44%	32,656 $17.2 Million
Q4 2023 Jan 30, 2024	BUY	$412.55 - $479.0 $887,807 - $1.03 Million	2,152 Added 9.17%	25,624 $12.2 Million
Q3 2023 Nov 07, 2023	SELL	$427.76 - $460.18 $597,152 - $642,411	-1,396 Reduced 5.61%	23,472 $10.1 Million
Q2 2023 Aug 04, 2023	SELL	$406.17 - $445.71 $58,488 - $64,182	-144 Reduced 0.58%	24,868 $11.1 Million
Q1 2023 May 09, 2023	SELL	$381.13 - $418.66 $65,935 - $72,428	-173 Reduced 0.69%	25,012 $10.3 Million
Q4 2022 Jan 25, 2023	BUY	$357.98 - $409.32 $1.54 Million - $1.76 Million	4,301 Added 20.59%	25,185 $0
Q2 2022 Aug 02, 2022	SELL	$366.99 - $458.8 $671,224 - $839,145	-1,829 Reduced 8.05%	20,884 $7.92 Million
Q1 2022 May 09, 2022	BUY	$418.06 - $479.84 $763,377 - $876,187	1,826 Added 8.74%	22,713 $10.3 Million
Q4 2021 Feb 08, 2022	BUY	$430.29 - $479.53 $58,519 - $65,216	136 Added 0.66%	20,887 $9.96 Million
Q3 2021 Nov 10, 2021	BUY	$426.8 - $455.27 $1.44 Million - $1.54 Million	3,385 Added 19.49%	20,751 $8.94 Million
Q2 2021 Aug 09, 2021	BUY	$402.08 - $429.92 $123,840 - $132,415	308 Added 1.81%	17,366 $7.47 Million
Q1 2021 May 17, 2021	BUY	$370.22 - $398.75 $744,882 - $802,285	2,012 Added 13.37%	17,058 $6.79 Million
Q4 2020 Feb 09, 2021	BUY	$327.62 - $375.39 $364,313 - $417,433	1,112 Added 7.98%	15,046 $5.65 Million
Q3 2020 Nov 12, 2020	BUY	$311.81 - $359.24 $3,429 - $3,951	11 Added 0.08%	13,934 $4.68 Million
Q2 2020 Aug 13, 2020	BUY	$246.8 - $324.4 $6,416 - $8,434	26 Added 0.19%	13,923 $4.31 Million
Q1 2020 May 14, 2020	SELL	$224.65 - $339.88 $76 Million - $115 Million	-338,152 Reduced 96.05%	13,897 $3.59 Million
Q4 2019 Feb 13, 2020	SELL	$289.63 - $324.32 $720,599 - $806,908	-2,488 Reduced 0.7%	352,049 $114 Million
Q3 2019 Nov 12, 2019	SELL	$285.57 - $303.77 $187,048 - $198,969	-655 Reduced 0.18%	354,537 $106 Million
Q2 2019 Aug 05, 2019	SELL	$276.38 - $296.02 $2.64 Million - $2.83 Million	-9,566 Reduced 2.62%	355,192 $105 Million
Q1 2019 Apr 18, 2019	SELL	$245.43 - $286.57 $1.23 Million - $1.43 Million	-5,002 Reduced 1.35%	364,758 $104 Million
Q4 2018 Jan 22, 2019	SELL	$236.09 - $293.95 $1.09 Million - $1.36 Million	-4,615 Reduced 1.23%	369,760 $93 Million
Q3 2018 Oct 25, 2018	BUY	$272.73 - $295.76 $1.25 Million - $1.35 Million	4,569 Added 1.24%	374,375 $110 Million
Q2 2018 Jul 19, 2018	SELL	$259.21 - $280.89 $936,525 - $1.01 Million	-3,613 Reduced 0.97%	369,806 $101 Million
Q1 2018 Apr 27, 2018	SELL	$259.62 - $288.66 $2.65 Million - $2.95 Million	-10,205 Reduced 2.66%	373,419 $99.1 Million
Q4 2017 Jan 31, 2018	SELL	$253.97 - $271.47 $64,000 - $68,410	-252 Reduced 0.07%	383,624 $103 Million
Q3 2017 Oct 19, 2017	BUY	$246.18 - $253.1 $185,127 - $190,331	752 Added 0.2%	383,876 $97.1 Million
Q2 2017 Aug 10, 2017	BUY	N/A	4,038 Added 1.07%	383,124 $93.3 Million
Q2 2017 Aug 08, 2017	BUY	N/A	379,086	379,086 $89.9 Million

Others Institutions Holding IVV

# of Institutions

4,137

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 Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

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