A detailed history of Rothschild Capital Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Rothschild Capital Partners, LLC holds 954 shares of IVV stock, worth $644,245. This represents 0.15% of its overall portfolio holdings.

Number of Shares
954
Previous 986 3.25%
Holding current value
$644,245
Previous $612,000 4.25%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Nov 06, 2025

SELL
$620.67 - $670.08 $19,861 - $21,442
-32 Reduced 3.25%
954 $638,000
Q2 2025

Jul 30, 2025

BUY
$498.8 - $620.9 $19,952 - $24,836
40 Added 4.23%
986 $612,000
Q1 2025

May 15, 2025

BUY
$554.06 - $615.85 $109,703 - $121,938
198 Added 26.47%
946 $531,000
Q4 2024

Feb 14, 2025

SELL
$570.51 - $610.59 $8,557 - $9,158
-15 Reduced 1.97%
748 $440,000
Q3 2024

Nov 14, 2024

BUY
$520.18 - $576.82 $1,040 - $1,153
2 Added 0.26%
763 $440,000
Q2 2024

Aug 13, 2024

BUY
$497.53 - $549.64 $165,179 - $182,480
332 Added 77.39%
761 $416,000
Q1 2024

May 14, 2024

BUY
$469.56 - $525.73 $201,441 - $225,538
429 New
429 $225,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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