Palo Alto Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 662 shares of IVV stock, worth $369,369. This represents 0.15% of its overall portfolio holdings.

Number of Shares

662

Previous 705 6.1%

Holding current value

$369,369

Previous $415 Million 5.89%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$554.06 - $615.85 $23,824 - $26,481	-43 Reduced 6.1%	662 $391 Million
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $27,384 - $29,308	-48 Reduced 6.37%	705 $415 Million
Q3 2024 Nov 06, 2024	BUY	$520.18 - $576.82 $1,560 - $1,730	3 Added 0.4%	753 $441 Million
Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $1,492 - $1,648	3 Added 0.4%	750 $410 Million
Q1 2024 Apr 30, 2024	BUY	$469.56 - $525.73 $939 - $1,051	2 Added 0.27%	747 $393 Million
Q4 2023 Feb 05, 2024	SELL	$412.55 - $479.0 $24,753 - $28,740	-60 Reduced 7.45%	745 $356 Million
Q2 2023 Aug 07, 2023	SELL	$406.17 - $445.71 $24,370 - $26,742	-60 Reduced 6.94%	805 $359 Million
Q1 2023 Apr 18, 2023	SELL	$381.13 - $418.66 $48,403 - $53,169	-127 Reduced 12.8%	865 $356 Million
Q4 2022 Feb 07, 2023	BUY	$357.98 - $409.32 $355,116 - $406,045	992 New	992 $381 Million

Others Institutions Holding IVV

# of Institutions

3,916

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Palo Alto Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History