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

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 411 shares of IVV stock, worth $277,552. This represents 0.12% of its overall portfolio holdings.

Number of Shares
411
Previous 369 11.38%
Holding current value
$277,552
Previous $229,000 20.09%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 23, 2025
BUY
$620.67 - $670.08 $26,068 - $28,143
42 Added 11.38%
411 $275,000
Q2 2025

Jul 29, 2025
SELL
$498.8 - $620.9 $82,302 - $102,448
-165 Reduced 30.9%
369 $229,000
Q4 2024

Jan 29, 2025
SELL
$570.51 - $610.59 $2,852 - $3,052
-5 Reduced 0.93%
534 $314,000
Q3 2024

Oct 24, 2024
SELL
$520.18 - $576.82 $1,560 - $1,730
-3 Reduced 0.55%
539 $310,000
Q2 2024

Jul 24, 2024
BUY
$497.53 - $549.64 $1,492 - $1,648
3 Added 0.56%
542 $296,000
Q1 2024

May 02, 2024
BUY
$469.56 - $525.73 $4,226 - $4,731
9 Added 1.7%
539 $283,000
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $218,651 - $253,870
530 New
530 $253,000

Others Institutions Holding IVV

# of Institutions
4,140
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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