Vestia Personal Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 904 shares of IVV stock, worth $550,997. This represents 0.4% of its overall portfolio holdings.

Number of Shares
904
Previous 878 2.96%
Holding current value
$550,997
Previous $517 Million 1.67%
% of portfolio
0.4%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$554.06 - $615.85 $14,405 - $16,012
26 Added 2.96%
904 $508 Million
Q4 2024

Jan 27, 2025
SELL
$570.51 - $610.59 $9,698 - $10,380
-17 Reduced 1.9%
878 $517 Million
Q3 2024

Nov 04, 2024
BUY
$520.18 - $576.82 $3,121 - $3,460
6 Added 0.67%
895 $516 Million
Q2 2024

Aug 09, 2024
BUY
$497.53 - $549.64 $442,304 - $488,629
889 New
889 $487 Million

Others Institutions Holding IVV

# of Institutions
3,928
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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