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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 39,470 shares of IVV stock, worth $26.7 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares

39,470

Previous 35,779 10.32%

Holding current value

$26.7 Million

Previous $22.2 Billion 18.92%

% of portfolio

4.77%

Previous 4.24%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$620.67 - $670.08 $2.29 Million - $2.47 Million	3,691 Added 10.32%	39,470 $26.4 Billion
Q2 2025 Aug 11, 2025	BUY	$498.8 - $620.9 $8.73 Million - $10.9 Million	17,506 Added 95.8%	35,779 $22.2 Billion
Q1 2025 May 06, 2025	BUY	$554.06 - $615.85 $2.39 Million - $2.66 Million	4,319 Added 30.95%	18,273 $10.3 Billion
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $2.03 Million - $2.18 Million	-3,563 Reduced 20.34%	13,954 $8.21 Billion
Q3 2024 Oct 28, 2024	BUY	$520.18 - $576.82 $656,467 - $727,946	1,262 Added 7.76%	17,517 $10.1 Billion

Q2 2024 Sep 11, 2024	BUY	$497.53 - $549.64 $1.98 Million - $2.18 Million	3,973 Added 32.35%	16,255 $8.9 Billion
Q1 2024 Sep 11, 2024	BUY	$469.56 - $525.73 $2.49 Million - $2.78 Million	5,296 Added 75.81%	12,282 $6.46 Billion
Q4 2023 Sep 11, 2024	BUY	$412.55 - $479.0 $88,698 - $102,985	215 Added 3.18%	6,986 $3.34 Billion
Q3 2023 Sep 11, 2024	BUY	$427.76 - $460.18 $805,472 - $866,518	1,883 Added 38.52%	6,771 $2.91 Billion
Q2 2023 Sep 11, 2024	SELL	$406.17 - $445.71 $22,339 - $24,514	-55 Reduced 1.11%	4,888 $2.18 Billion
Q1 2023 Sep 11, 2024	BUY	$381.13 - $418.66 $54,882 - $60,287	144 Added 3.0%	4,943 $2.03 Billion
Q4 2022 Sep 11, 2024	SELL	$357.98 - $409.32 $28,280 - $32,336	-79 Reduced 1.62%	4,799 $1.84 Billion
Q3 2022 Sep 11, 2024	SELL	$358.65 - $432.04 $210,168 - $253,175	-586 Reduced 10.72%	4,878 $1.75 Billion
Q2 2022 Sep 11, 2024	SELL	$366.99 - $458.8 $512,685 - $640,943	-1,397 Reduced 20.36%	5,464 $2.07 Billion
Q1 2022 Sep 11, 2024	SELL	$418.06 - $479.84 $406,772 - $466,884	-973 Reduced 12.42%	6,861 $3.11 Billion
Q4 2021 Sep 10, 2024	BUY	$430.29 - $479.53 $46,901 - $52,268	109 Added 1.41%	7,834 $3.74 Billion
Q3 2021 Sep 10, 2024	SELL	$426.8 - $455.27 $81,092 - $86,501	-190 Reduced 2.4%	7,725 $3.33 Billion
Q2 2021 Sep 10, 2024	SELL	$402.08 - $429.92 $198,627 - $212,380	-494 Reduced 5.87%	7,915 $3.4 Billion
Q1 2021 Sep 10, 2024	SELL	$370.22 - $398.75 $296,176 - $319,000	-800 Reduced 8.69%	8,409 $3.35 Billion
Q4 2020 Sep 10, 2024	BUY	$327.62 - $375.39 $78,301 - $89,718	239 Added 2.66%	9,209 $3.46 Billion
Q3 2020 Sep 10, 2024	SELL	$311.81 - $359.24 $414,395 - $477,429	-1,329 Reduced 12.9%	8,970 $3.01 Billion
Q2 2020 Sep 10, 2024	BUY	$246.8 - $324.4 $1.7 Million - $2.24 Million	6,894 Added 202.47%	10,299 $3.19 Billion
Q1 2020 Sep 10, 2024	BUY	$224.65 - $339.88 $516,695 - $781,724	2,300 Added 208.14%	3,405 $880 Million
Q4 2019 Sep 09, 2024	BUY	$289.63 - $324.32 $320,041 - $358,373	1,105 New	1,105 $357 Million

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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