Ownership history in Thrive Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 6,149 | -39 | -0.6% | 0.62% | $4.2M | $683.12 |
| 2025 Q3 | REDUCED | 6,188 | -119 | -1.9% | 0.62% | $4.1M | $665.17 |
| 2025 Q2 | ADDED | 6,307 | +8 | +0.1% | 0.63% | $3.9M | $615.21 |
| 2025 Q1 | REDUCED | 6,299 | -786 | -11.1% | 0.68% | $3.5M | $555.02 |
| 2024 Q4 | ADDED | 7,085 | +1,468 | +26.1% | 0.75% | $4.2M | $579.67 |
| 2024 Q3 | REDUCED | 5,617 | -414 | -6.9% | 0.59% | $3.2M | $566.00 |
| 2024 Q2 | ADDED | 6,031 | +146 | +2.5% | 0.65% | $3.3M | $534.89 |
| 2024 Q1 | REDUCED | 5,885 | -1,472 | -20.0% | 0.64% | $3.1M | $512.33 |
| 2023 Q4 | ADDED | 7,357 | +1,248 | +20.4% | 0.78% | $3.5M | $463.98 |
| 2023 Q3 | REDUCED | 6,109 | -944 | -13.4% | 0.70% | $2.6M | $415.48 |
As of 2025 Q4 — sorted by position size