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

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 5,042 shares of IVV stock, worth $3.4 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,042

Previous 3,091 63.12%

Holding current value

$3.4 Million

Previous $1.92 Billion 75.84%

% of portfolio

0.44%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$620.67 - $670.08 $1.21 Million - $1.31 Million	1,951 Added 63.12%	5,042 $3.37 Billion
Q2 2025 Jul 21, 2025	BUY	$498.8 - $620.9 $39,904 - $49,672	80 Added 2.66%	3,091 $1.92 Billion
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $31,581 - $35,103	57 Added 1.93%	3,011 $1.69 Billion
Q4 2024 Feb 06, 2025	BUY	$570.51 - $610.59 $1.69 Million - $1.8 Million	2,954 New	2,954 $1.74 Billion
Q2 2024 Jul 18, 2024	BUY	$497.53 - $549.64 $1.51 Million - $1.67 Million	3,041 New	3,041 $1.66 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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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