Shepherd Financial Partners LLC Ishares Core S&P 500 ETF Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 45,020 shares of IVV stock, worth $30.4 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
45,020
Previous 45,089 0.15%
Holding current value
$30.4 Million
Previous $28 Million 7.63%
% of portfolio
3.09%
Previous 3.11%

Shares

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

Nov 06, 2025
SELL
$620.67 - $670.08 $42,826 - $46,235
-69 Reduced 0.15%
45,020 $30.1 Million
Q2 2025

Aug 13, 2025
SELL
$498.8 - $620.9 $17.8 Million - $22.1 Million
-35,618 Reduced 44.13%
45,089 $28 Million
Q1 2025

Apr 18, 2025
BUY
$554.06 - $615.85 $30.3 Million - $33.7 Million
54,679 Added 210.08%
80,707 $45.3 Million
Q4 2024

Jan 28, 2025
BUY
$570.51 - $610.59 $212,800 - $227,750
373 Added 1.45%
26,028 $15.3 Million
Q3 2024

Oct 28, 2024
BUY
$520.18 - $576.82 $104,556 - $115,940
201 Added 0.79%
25,655 $14.8 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $67,664 - $74,751
136 Added 0.54%
25,454 $13.9 Million
Q1 2024

Apr 22, 2024
BUY
$469.56 - $525.73 $266,710 - $298,614
568 Added 2.29%
25,318 $13.3 Million
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $1.02 Million - $1.18 Million
2,473 Added 11.1%
24,750 $11.8 Million
Q3 2023

Nov 08, 2023
SELL
$427.76 - $460.18 $370,440 - $398,515
-866 Reduced 3.74%
22,277 $9.57 Million
Q2 2023

Aug 11, 2023
SELL
$406.17 - $445.71 $46,709 - $51,256
-115 Reduced 0.49%
23,143 $10.3 Million
Q1 2023

May 01, 2023
BUY
$381.13 - $418.66 $62,505 - $68,660
164 Added 0.71%
23,258 $9.56 Million
Q4 2022

Feb 14, 2023
BUY
$357.98 - $409.32 $36,871 - $42,159
103 Added 0.45%
23,094 $8.87 Million
Q3 2022

Nov 09, 2022
SELL
$358.65 - $432.04 $733,439 - $883,521
-2,045 Reduced 8.17%
22,991 $8.25 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $2.78 Million - $3.48 Million
7,576 Added 43.39%
25,036 $9.49 Million
Q1 2022

May 13, 2022
BUY
$418.06 - $479.84 $3.45 Million - $3.96 Million
8,249 Added 89.56%
17,460 $7.92 Million
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $1.73 Million - $1.93 Million
4,029 Added 77.75%
9,211 $4.4 Million
Q3 2021

Nov 15, 2021
BUY
$426.8 - $455.27 $793,848 - $846,802
1,860 Added 55.99%
5,182 $2.23 Million
Q2 2021

Aug 16, 2021
SELL
$402.08 - $429.92 $16,887 - $18,056
-42 Reduced 1.25%
3,322 $1.43 Million
Q1 2021

May 14, 2021
SELL
$370.22 - $398.75 $343,934 - $370,438
-929 Reduced 21.64%
3,364 $1.34 Million
Q4 2020

Feb 16, 2021
SELL
$327.62 - $375.39 $81,905 - $93,847
-250 Reduced 5.5%
4,293 $1.61 Million
Q3 2020

Nov 16, 2020
SELL
$311.81 - $359.24 $1.37 Million - $1.57 Million
-4,381 Reduced 49.09%
4,543 $1.53 Million
Q2 2020

Aug 05, 2020
SELL
$246.8 - $324.4 $262,348 - $344,837
-1,063 Reduced 10.64%
8,924 $2.76 Million
Q1 2020

May 07, 2020
SELL
$224.65 - $339.88 $496,027 - $750,455
-2,208 Reduced 18.11%
9,987 $2.59 Million
Q4 2019

Jan 31, 2020
SELL
$289.63 - $324.32 $43,444 - $48,648
-150 Reduced 1.22%
12,195 $3.95 Million
Q3 2019

Nov 25, 2019
SELL
$285.57 - $303.77 $132,790 - $141,253
-465 Reduced 3.63%
12,345 $3.69 Million
Q2 2019

Aug 05, 2019
SELL
$276.38 - $296.02 $321,982 - $344,863
-1,165 Reduced 8.34%
12,810 $3.78 Million
Q1 2019

Apr 29, 2019
SELL
$245.43 - $286.57 $239,539 - $279,692
-976 Reduced 6.53%
13,975 $3.98 Million
Q4 2018

Feb 07, 2019
BUY
$236.09 - $293.95 $2.63 Million - $3.27 Million
11,121 Added 290.37%
14,951 $3.78 Million
Q3 2018

Oct 16, 2018
SELL
$272.73 - $295.76 $545 - $591
-2 Reduced 0.05%
3,830 $1.04 Million
Q2 2018

Aug 02, 2018
BUY
$259.21 - $280.89 $44,843 - $48,593
173 Added 4.73%
3,832 $1.04 Million
Q1 2018

May 01, 2018
BUY
$259.62 - $288.66 $59,972 - $66,680
231 Added 6.74%
3,659 $967,000
Q4 2017

Feb 14, 2018
BUY
$253.97 - $271.47 $49,016 - $52,393
193 Added 5.97%
3,428 $922,000
Q3 2017

Nov 13, 2017
BUY
$246.18 - $253.1 $796,392 - $818,778
3,235
3,235 $832,000

Others Institutions Holding IVV

# of Institutions
4,136
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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