O'Brien Wealth Partners LLC Ishares Core S&P 500 ETF Transaction History

O'Brien Wealth Partners LLC

  • $658 Million
  • Q3 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 1,215 shares of IVV stock, worth $820,501. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,215
Previous 1,215 -0.0%
Holding current value
$820,501
Previous $754,000 7.82%
% of portfolio
0.12%
Previous 0.12%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$554.06 - $615.85 $2,770 - $3,079
-5 Reduced 0.41%
1,215 $682,000
Q2 2024

Jul 22, 2024
SELL
$497.53 - $549.64 $6,467 - $7,145
-13 Reduced 1.05%
1,220 $667,000
Q4 2023

Jan 25, 2024
SELL
$412.55 - $479.0 $9,901 - $11,496
-24 Reduced 1.91%
1,233 $588,000
Q3 2023

Oct 24, 2023
BUY
$427.76 - $460.18 $64,591 - $69,487
151 Added 13.65%
1,257 $539,000
Q1 2023

May 08, 2023
BUY
$381.13 - $418.66 $32,396 - $35,586
85 Added 8.33%
1,106 $454,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $4,303 - $5,184
-12 Reduced 1.16%
1,021 $366,000
Q2 2022

Jul 22, 2022
SELL
$366.99 - $458.8 $34,864 - $43,586
-95 Reduced 8.42%
1,033 $392,000
Q1 2022

May 10, 2022
BUY
$418.06 - $479.84 $69,816 - $80,133
167 Added 17.38%
1,128 $451,000
Q4 2021

Feb 09, 2022
BUY
$430.29 - $479.53 $118,329 - $131,870
275 Added 40.09%
961 $435,000
Q2 2020

Jul 10, 2020
BUY
$246.8 - $324.4 $169,304 - $222,538
686 New
686 $217,000
Q1 2020

Apr 03, 2020
SELL
$224.65 - $339.88 $175,676 - $265,786
-782 Closed
0 $0
Q4 2019

Jan 07, 2020
BUY
$289.63 - $324.32 $27,804 - $31,134
96 Added 13.99%
782 $254,000
Q3 2019

Oct 04, 2019
SELL
$285.57 - $303.77 $246,732 - $262,457
-864 Reduced 55.74%
686 $205,000
Q2 2019

Jul 08, 2019
BUY
$276.38 - $296.02 $168,039 - $179,980
608 Added 64.54%
1,550 $465,000
Q1 2019

Apr 05, 2019
SELL
$245.43 - $286.57 $241,257 - $281,698
-983 Reduced 51.06%
942 $268,000
Q4 2018

Jan 17, 2019
BUY
$236.09 - $293.95 $232,076 - $288,952
983 Added 104.35%
1,925 $506,000
Q3 2018

Oct 09, 2018
SELL
$272.73 - $295.76 $4,636 - $5,027
-17 Reduced 1.77%
942 $276,000
Q2 2018

Jul 11, 2018
BUY
$259.21 - $280.89 $4,406 - $4,775
17 Added 1.8%
959 $262,000
Q3 2017

Oct 12, 2017
BUY
$246.18 - $253.1 $231,901 - $238,420
942
942 $238,000

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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