Stage Harbor Financial, LLC Ishares Core S&P 500 ETF Transaction History

Stage Harbor Financial, LLC

$137 Billion
Q3 2025

A detailed history of Stage Harbor Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 8,007 shares of IVV stock, worth $5.41 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares

8,007

Previous 4,399 82.02%

Holding current value

$5.41 Million

Previous $2.73 Billion 96.22%

% of portfolio

3.92%

Previous 2.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$620.67 - $670.08 $2.24 Million - $2.42 Million	3,608 Added 82.02%	8,007 $5.36 Billion
Q2 2025 Aug 13, 2025	SELL	$498.8 - $620.9 $1.07 Million - $1.33 Million	-2,145 Reduced 32.78%	4,399 $2.73 Billion
Q1 2025 Apr 29, 2025	SELL	$554.06 - $615.85 $305,287 - $339,333	-551 Reduced 7.77%	6,544 $3.68 Billion
Q3 2024 Oct 16, 2024	BUY	$520.18 - $576.82 $3.17 Million - $3.52 Million	6,100 Added 613.07%	7,095 $4.13 Billion
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $467,212 - $523,101	995 New	995 $523 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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.

Account

Stage Harbor Financial, LLC Ishares Core S&P 500 ETF Transaction History