Pasadena Private Wealth, LLC Ishares Core S&P 500 ETF Transaction History

Pasadena Private Wealth, LLC

  • $574 Million
  • Q3 2025

A detailed history of Pasadena Private Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 1,998 shares of IVV stock, worth $1.35 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,998
Previous 1,109 80.16%
Holding current value
$1.35 Million
Previous $688,000 94.33%
% of portfolio
0.23%
Previous 0.14%

Shares

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

Oct 23, 2025
BUY
$620.67 - $670.08 $551,775 - $595,701
889 Added 80.16%
1,998 $1.34 Million
Q2 2025

Aug 01, 2025
SELL
$498.8 - $620.9 $254,886 - $317,279
-511 Reduced 31.54%
1,109 $688,000
Q1 2025

May 08, 2025
BUY
$554.06 - $615.85 $699,223 - $777,202
1,262 Added 352.51%
1,620 $910,000
Q4 2024

Jan 31, 2025
BUY
$570.51 - $610.59 $204,242 - $218,591
358 New
358 $210,000

Others Institutions Holding IVV

# of Institutions
4,157
Shares Held
795M
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
Track This Portfolio

Track Pasadena Private Wealth, LLC Portfolio

Follow Pasadena Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pasadena Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pasadena Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email