Stonehaven Wealth & Tax Solutions, LLC Ishares Core S&P 500 ETF Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $108 Billion
  • Q3 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 348 shares of IVV stock, worth $235,007. This represents 0.22% of its overall portfolio holdings.

Number of Shares
348
Previous 413 15.74%
Holding current value
$235,007
Previous $256 Million 9.17%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Nov 13, 2025
SELL
$620.67 - $670.08 $40,343 - $43,555
-65 Reduced 15.74%
348 $233 Million
Q2 2025

Aug 14, 2025
SELL
$498.8 - $620.9 $70,330 - $87,546
-141 Reduced 25.45%
413 $256 Million
Q1 2025

May 15, 2025
SELL
$554.06 - $615.85 $1.58 Million - $1.76 Million
-2,857 Reduced 83.76%
554 $311 Million
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $1.95 Million - $2.08 Million
3,411 New
3,411 $2.01 Billion

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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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