One Charles Private Wealth Services, LLC Ishares Core S&P 500 ETF Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 436 shares of IVV stock, worth $294,435. This represents 0.09% of its overall portfolio holdings.

Number of Shares
436
Previous 436 -0.0%
Holding current value
$294,435
Previous $270,000 7.78%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$570.51 - $610.59 $32,519 - $34,803
-57 Reduced 11.56%
436 $256,000
Q3 2024

Nov 12, 2024
BUY
$520.18 - $576.82 $14,565 - $16,150
28 Added 6.02%
493 $284,000
Q1 2024

May 14, 2024
BUY
$469.56 - $525.73 $218,345 - $244,464
465 New
465 $244,000
Q3 2021

Nov 03, 2021
BUY
$426.8 - $455.27 $252,238 - $269,064
591 New
591 $255,000

Others Institutions Holding IVV

# of Institutions
4,143
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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