One Ascent Family Office, LLC Ishares Core S&P 500 ETF Transaction History

One Ascent Family Office, LLC

  • $97.4 Million
  • Q3 2025

A detailed history of One Ascent Family Office, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Ascent Family Office, LLC holds 766 shares of IVV stock, worth $517,287. This represents 0.53% of its overall portfolio holdings.

Number of Shares
766
Previous 758 1.06%
Holding current value
$517,287
Previous $471,000 8.7%
% of portfolio
0.53%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$620.67 - $670.08 $4,965 - $5,360
8 Added 1.06%
766 $512,000
Q2 2025

Aug 06, 2025
BUY
$498.8 - $620.9 $378,090 - $470,642
758 New
758 $471,000

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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