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

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 1,624 shares of IVV stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,624
Previous 1,955 16.93%
Holding current value
$1.1 Million
Previous $1.15 Billion 20.71%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Aug 15, 2025
SELL
$554.06 - $615.85 $183,393 - $203,846
-331 Reduced 16.93%
1,624 $913 Million
Q2 2024

Aug 15, 2025
BUY
$497.53 - $549.64 $426,383 - $471,041
857 Added 78.05%
1,955 $1.07 Billion
Q1 2024

Aug 15, 2025
SELL
$469.56 - $525.73 $67,147 - $75,179
-143 Reduced 11.52%
1,098 $577 Million
Q4 2023

Aug 15, 2025
BUY
$412.55 - $479.0 $58,994 - $68,497
143 Added 13.02%
1,241 $593 Million
Q3 2023

Aug 15, 2025
BUY
$427.76 - $460.18 $469,680 - $505,277
1,098 New
1,098 $472 Million

Others Institutions Holding IVV

# of Institutions
4,081
Shares Held
749M
Call Options Held
4.19M
Put Options Held
2.82M
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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