Archvest Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 12,027 shares of IVV stock, worth $7.27 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares

12,027

Previous 8,429 42.69%

Holding current value

$7.27 Million

Previous $4.86 Million 45.62%

% of portfolio

5.16%

Previous 2.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$570.51 - $610.59 $2.05 Million - $2.2 Million	3,598 Added 42.69%	12,027 $7.08 Million
Q3 2024 Nov 04, 2024	BUY	$520.18 - $576.82 $465,040 - $515,677	894 Added 11.86%	8,429 $4.86 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $673,655 - $744,212	1,354 Added 21.91%	7,535 $4.12 Million
Q1 2024 Apr 29, 2024	BUY	$469.56 - $525.73 $572,863 - $641,390	1,220 Added 24.59%	6,181 $3.25 Million
Q4 2023 Jan 16, 2024	BUY	$412.55 - $479.0 $44,555 - $51,732	108 Added 2.23%	4,961 $2.37 Million
Q3 2023 Nov 07, 2023	BUY	$427.76 - $460.18 $37,215 - $40,035	87 Added 1.83%	4,853 $2.08 Million
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $128,755 - $141,290	317 Added 7.13%	4,766 $2.12 Million
Q1 2023 May 02, 2023	BUY	$381.13 - $418.66 $1,143 - $1,255	3 Added 0.07%	4,449 $1.83 Million
Q4 2022 Feb 03, 2023	BUY	$357.98 - $409.32 $16,109 - $18,419	45 Added 1.02%	4,446 $1.71 Million
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $293,734 - $353,840	819 Added 22.86%	4,401 $1.58 Million
Q2 2022 Jul 26, 2022	BUY	$366.99 - $458.8 $17,248 - $21,563	47 Added 1.33%	3,582 $1.36 Million
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $1.52 Million - $1.7 Million	3,535 New	3,535 $1.69 Million

Others Institutions Holding IVV

# of Institutions

3,600

Shares Held

701M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Archvest Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History