Avidian Wealth Solutions, LLC Ishares Core S&P 500 ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 606,257 shares of IVV stock, worth $403 Million. This represents 15.85% of its overall portfolio holdings.

Number of Shares
606,257
Previous 573,740 5.67%
Holding current value
$403 Million
Previous $322 Million 16.76%
% of portfolio
15.85%
Previous 14.78%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$498.8 - $620.9 $16.2 Million - $20.2 Million
32,517 Added 5.67%
606,257 $376 Million
Q1 2025

Apr 25, 2025
BUY
$554.06 - $615.85 $7.36 Million - $8.18 Million
13,278 Added 2.37%
573,740 $322 Million
Q4 2024

Jan 29, 2025
BUY
$570.51 - $610.59 $20.8 Million - $22.3 Million
36,454 Added 6.96%
560,462 $330 Million
Q3 2024

Oct 30, 2024
BUY
$520.18 - $576.82 $8.09 Million - $8.98 Million
15,561 Added 3.06%
524,008 $302 Million
Q2 2024

Aug 06, 2024
BUY
$497.53 - $549.64 $15.7 Million - $17.3 Million
31,537 Added 6.61%
508,447 $278 Million
Q1 2024

May 03, 2024
SELL
$469.56 - $525.73 $4.26 Million - $4.77 Million
-9,079 Reduced 1.87%
476,910 $251 Million
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $21.5 Million - $25 Million
52,167 Added 12.02%
485,989 $232 Million
Q3 2023

Oct 13, 2023
BUY
$427.76 - $460.18 $1.85 Million - $1.99 Million
4,316 Added 1.0%
433,822 $186 Million
Q2 2023

Aug 03, 2023
SELL
$406.17 - $445.71 $25.4 Million - $27.9 Million
-62,523 Reduced 12.71%
429,506 $191 Million
Q1 2023

May 08, 2023
BUY
$381.13 - $418.66 $19.3 Million - $21.2 Million
50,724 Added 11.49%
492,029 $202 Million
Q4 2022

Feb 06, 2023
SELL
$357.98 - $409.32 $27.7 Million - $31.7 Million
-77,325 Reduced 14.91%
441,305 $170 Million
Q3 2022

Nov 03, 2022
BUY
$358.65 - $432.04 $14.8 Million - $17.9 Million
41,351 Added 8.66%
518,630 $186 Million
Q2 2022

Jul 29, 2022
BUY
$366.99 - $458.8 $5.03 Million - $6.29 Million
13,705 Added 2.96%
477,279 $181 Million
Q1 2022

May 10, 2022
BUY
$418.06 - $479.84 $17.1 Million - $19.7 Million
40,982 Added 9.7%
463,574 $210 Million
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $4.88 Million - $5.44 Million
11,337 Added 2.76%
422,592 $202 Million
Q3 2021

Nov 10, 2021
BUY
$426.8 - $455.27 $7.18 Million - $7.66 Million
16,817 Added 4.26%
411,255 $177 Million
Q2 2021

Aug 09, 2021
BUY
$402.08 - $429.92 $10 Million - $10.7 Million
24,884 Added 6.73%
394,438 $170 Million
Q1 2021

May 05, 2021
SELL
$370.22 - $398.75 $3.52 Million - $3.79 Million
-9,517 Reduced 2.51%
369,554 $147 Million
Q4 2020

Feb 09, 2021
BUY
$327.62 - $375.39 $15.3 Million - $17.6 Million
46,841 Added 14.1%
379,071 $142 Million
Q3 2020

Feb 03, 2021
BUY
$311.81 - $359.24 $104 Million - $119 Million
332,230 New
332,230 $112 Million
Q3 2020

Nov 06, 2020
SELL
$311.81 - $359.24 $90.4 Million - $104 Million
-289,826 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$246.8 - $324.4 $64.6 Million - $84.9 Million
261,757 Added 932.55%
289,826 $89.8 Million
Q1 2020

Apr 22, 2020
BUY
$224.65 - $339.88 $2.5 Million - $3.78 Million
11,127 Added 65.68%
28,069 $7.25 Million
Q4 2019

Feb 13, 2020
BUY
$289.63 - $324.32 $1.51 Million - $1.69 Million
5,223 Added 44.57%
16,942 $5.48 Million
Q3 2019

Nov 14, 2019
BUY
$285.57 - $303.77 $2.76 Million - $2.93 Million
9,653 Added 467.23%
11,719 $3.5 Million
Q2 2019

Aug 14, 2019
BUY
$276.38 - $296.02 $571,001 - $611,577
2,066 New
2,066 $609,000
Q1 2019

May 15, 2019
SELL
$245.43 - $286.57 $275,863 - $322,104
-1,124 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$236.09 - $293.95 $70,590 - $87,891
299 Added 36.24%
1,124 $283,000
Q3 2018

Nov 14, 2018
SELL
$272.73 - $295.76 $41,454 - $44,955
-152 Reduced 15.56%
825 $241,000
Q2 2018

Aug 14, 2018
SELL
$259.21 - $280.89 $54,434 - $58,986
-210 Reduced 17.69%
977 $267,000
Q1 2018

May 15, 2018
BUY
$259.62 - $288.66 $52,702 - $58,597
203 Added 20.63%
1,187 $315,000
Q4 2017

Feb 14, 2018
BUY
$253.97 - $271.47 $253 - $271
1 Added 0.1%
984 $264,000
Q3 2017

Nov 14, 2017
SELL
$246.18 - $253.1 $177,741 - $182,738
-722 Reduced 42.35%
983 $249,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,705
1,705 $415,000

Others Institutions Holding IVV

# of Institutions
4,040
Shares Held
744M
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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