Sweet Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 3,058 shares of IVV stock, worth $1.87 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

3,058

Previous 3,050 0.26%

Holding current value

$1.87 Million

Previous $1.67 Million 5.63%

% of portfolio

0.39%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$520.18 - $576.82 $4,161 - $4,614	8 Added 0.26%	3,058 $1.76 Million
Q2 2024 Jul 18, 2024	BUY	$497.53 - $549.64 $3,980 - $4,397	8 Added 0.26%	3,050 $1.67 Million
Q1 2024 Apr 23, 2024	BUY	$469.56 - $525.73 $4,226 - $4,731	9 Added 0.3%	3,042 $1.6 Million
Q4 2023 Jan 12, 2024	BUY	$412.55 - $479.0 $8,251 - $9,580	20 Added 0.66%	3,033 $1.45 Million
Q2 2023 Jul 24, 2023	BUY	$406.17 - $445.71 $3,655 - $4,011	9 Added 0.3%	3,013 $1.34 Million
Q1 2023 Apr 14, 2023	BUY	$381.13 - $418.66 $4,192 - $4,605	11 Added 0.37%	3,004 $1.23 Million
Q4 2022 Jan 19, 2023	BUY	$357.98 - $409.32 $4,653 - $5,321	13 Added 0.44%	2,993 $0
Q3 2022 Nov 10, 2022	BUY	$358.65 - $432.04 $5,021 - $6,048	14 Added 0.47%	2,980 $1.07 Million
Q2 2022 Aug 03, 2022	BUY	$366.99 - $458.8 $1.09 Million - $1.36 Million	2,966 New	2,966 $1.13 Million

Others Institutions Holding IVV

# of Institutions

3,809

Shares Held

760M

Call Options Held

1.98M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sweet Financial Partners, LLC Ishares Core S&P 500 ETF Transaction History