Burt Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

A detailed history of Burt Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 315 shares of IVV stock, worth $212,722. This represents 0.05% of its overall portfolio holdings.

Number of Shares
315
Holding current value
$212,722
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$620.67 - $670.08 $195,511 - $211,075
315 New
315 $210,000
Q1 2021

Apr 15, 2021
SELL
$370.22 - $398.75 $9,625 - $10,367
-26 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$327.62 - $375.39 $4,914 - $5,630
15 Added 136.36%
26 $10,000
Q2 2017

Aug 07, 2017
BUY
N/A
11
11 $2,000

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
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
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