West Oak Capital, LLC Ishares Core S&P 500 ETF Transaction History

West Oak Capital, LLC

$2.52 Billion
Q3 2025

A detailed history of West Oak Capital, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, West Oak Capital, LLC holds 1,196 shares of IVV stock, worth $807,670. This represents 0.32% of its overall portfolio holdings.

Number of Shares

1,196

Previous 1,081 10.64%

Holding current value

$807,670

Previous $6.71 Million 19.26%

% of portfolio

0.32%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	BUY	$620.67 - $670.08 $71,377 - $77,059	115 Added 10.64%	1,196 $8.01 Million
Q4 2024 Jan 13, 2025	SELL	$570.51 - $610.59 $1.77 Million - $1.9 Million	-3,109 Reduced 74.2%	1,081 $6.36 Million
Q4 2024 Jan 10, 2025	BUY	$570.51 - $610.59 $1.77 Million - $1.9 Million	3,109 Added 287.6%	4,190 $6.36 Million
Q3 2024 Oct 17, 2024	BUY	$520.18 - $576.82 $23,928 - $26,533	46 Added 4.44%	1,081 $6.24 Million
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $24,876 - $27,482	50 Added 5.08%	1,035 $566,000

Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $18,564 - $21,555	45 Added 4.79%	985 $472,000
Q3 2023 Oct 05, 2023	BUY	$427.76 - $460.18 $97,529 - $104,921	228 Added 32.02%	940 $404,000
Q1 2023 Apr 21, 2023	SELL	$381.13 - $418.66 $28,584 - $31,399	-75 Reduced 9.53%	712 $292,000
Q1 2022 Apr 20, 2022	SELL	$418.06 - $479.84 $26,337 - $30,229	-63 Reduced 7.41%	787 $357,000
Q3 2021 Oct 07, 2021	BUY	$426.8 - $455.27 $90,054 - $96,061	211 Added 33.02%	850 $366,000
Q4 2020 Jan 08, 2021	BUY	$327.62 - $375.39 $20,967 - $24,024	64 Added 11.13%	639 $240,000
Q3 2020 Oct 09, 2020	SELL	$311.81 - $359.24 $31,181 - $35,924	-100 Reduced 14.81%	575 $193,000
Q2 2020 Jul 06, 2020	BUY	$246.8 - $324.4 $166,590 - $218,969	675 New	675 $209,000

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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West Oak Capital, LLC Ishares Core S&P 500 ETF Transaction History