A detailed history of Transparent Wealth Partners LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 1,619 shares of IVV stock, worth $967,401. This represents 0.49% of its overall portfolio holdings.

Number of Shares
1,619
Previous 1,647 1.7%
Holding current value
$967,401
Previous $632,000 5.22%
% of portfolio
0.49%
Previous 0.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 13, 2023

SELL
$381.13 - $418.66 $10,671 - $11,722
-28 Reduced 1.7%
1,619 $665,000
Q4 2022

Jan 25, 2023

SELL
$357.98 - $409.32 $90,926 - $103,967
-254 Reduced 13.36%
1,647 $0
Q3 2022

Nov 10, 2022

SELL
$358.65 - $432.04 $32,637 - $39,315
-91 Reduced 4.57%
1,901 $682,000
Q2 2022

Aug 15, 2022

SELL
$366.99 - $458.8 $13.8 Million - $17.3 Million
-37,668 Reduced 94.98%
1,992 $755,000
Q1 2022

Apr 13, 2022

BUY
$418.06 - $479.84 $15.8 Million - $18.1 Million
37,781 Added 2010.7%
39,660 $18 Million
Q4 2021

Feb 15, 2022

BUY
$430.29 - $479.53 $808,514 - $901,036
1,879 New
1,879 $896,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Transparent Wealth Partners LLC Portfolio

Follow Transparent Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transparent Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transparent Wealth Partners LLC with notifications on news.