Alpha Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Alpha Financial Advisors, LLC

  • $327 Billion
  • Q4 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 616 shares of IVV stock, worth $415,990. This represents 0.13% of its overall portfolio holdings.

Number of Shares
616
Previous 558 10.39%
Holding current value
$415,990
Previous $374 Million 12.99%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$656.2 - $690.71 $38,059 - $40,061
58 Added 10.39%
616 $422 Million
Q3 2025

Nov 12, 2025
SELL
$620.67 - $670.08 $14,275 - $15,411
-23 Reduced 3.96%
558 $374 Million
Q2 2025

Aug 07, 2025
SELL
$498.8 - $620.9 $302,272 - $376,265
-606 Reduced 51.05%
581 $361 Million
Q1 2025

Apr 23, 2025
BUY
$554.06 - $615.85 $347,395 - $386,137
627 Added 111.96%
1,187 $667 Million
Q3 2024

Oct 18, 2024
BUY
$520.18 - $576.82 $291,300 - $323,019
560 New
560 $323 Million

Others Institutions Holding IVV

# of Institutions
4,179
Shares Held
798M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Alpha Financial Advisors, LLC Portfolio

Follow Alpha Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email