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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Partners Wealth Management, LLC holds 392 shares of IVV stock, worth $264,721. This represents 0.26% of its overall portfolio holdings.

Number of Shares
392
Previous 439 10.71%
Holding current value
$264,721
Previous $248 Million 6.08%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Oct 29, 2025
SELL
$620.67 - $670.08 $29,171 - $31,493
-47 Reduced 10.71%
392 $263 Million
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $250,453 - $268,049
439 New
439 $258 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

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