Stone Point Wealth LLC Ishares Core S&P 500 ETF Transaction History

Stone Point Wealth LLC

$347 Million
Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,422 shares of IVV stock, worth $7.71 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

11,422

Previous 10,041 13.75%

Holding current value

$7.71 Million

Previous $6.23 Million 22.62%

% of portfolio

2.2%

Previous 1.96%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$620.67 - $670.08 $857,145 - $925,380	1,381 Added 13.75%	11,422 $7.64 Million
Q2 2025 Jul 17, 2025	BUY	$498.8 - $620.9 $1.02 Million - $1.27 Million	2,039 Added 25.48%	10,041 $6.23 Million
Q1 2025 Apr 24, 2025	BUY	$554.06 - $615.85 $227,718 - $253,114	411 Added 5.41%	8,002 $4.5 Million
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $212,800 - $227,750	373 Added 5.17%	7,591 $4.47 Million
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $508,736 - $564,129	978 Added 15.67%	7,218 $4.16 Million

Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $201,997 - $223,153	406 Added 6.96%	6,240 $3.41 Million
Q1 2024 May 01, 2024	BUY	$469.56 - $525.73 $90,155 - $100,940	192 Added 3.4%	5,834 $3.07 Million
Q4 2023 Jan 26, 2024	BUY	$412.55 - $479.0 $49,093 - $57,001	119 Added 2.15%	5,642 $2.69 Million
Q3 2023 Oct 25, 2023	BUY	$427.76 - $460.18 $86,407 - $92,956	202 Added 3.8%	5,523 $2.37 Million
Q2 2023 Jul 25, 2023	BUY	$406.17 - $445.71 $16,246 - $17,828	40 Added 0.76%	5,321 $2.37 Million
Q1 2023 Apr 20, 2023	BUY	$381.13 - $418.66 $22,486 - $24,700	59 Added 1.13%	5,281 $2.17 Million
Q4 2022 Jan 20, 2023	BUY	$357.98 - $409.32 $130,662 - $149,401	365 Added 7.51%	5,222 $0
Q3 2022 Nov 03, 2022	BUY	$358.65 - $432.04 $38,016 - $45,796	106 Added 2.23%	4,857 $1.74 Million
Q2 2022 Jul 19, 2022	SELL	$366.99 - $458.8 $103,491 - $129,381	-282 Reduced 5.6%	4,751 $1.8 Million
Q1 2022 Apr 29, 2022	BUY	$418.06 - $479.84 $63,963 - $73,415	153 Added 3.14%	5,033 $2.29 Million
Q4 2021 Feb 10, 2022	BUY	$430.29 - $479.53 $2.1 Million - $2.34 Million	4,880 New	4,880 $2.33 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

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Stone Point Wealth LLC Ishares Core S&P 500 ETF Transaction History