Delap Wealth Advisory, LLC Ishares Core S&P 500 ETF Transaction History

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 2,824 shares of IVV stock, worth $1.81 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

2,824

Previous 3,493 19.15%

Holding current value

$1.81 Million

Previous $1.96 Billion 10.65%

% of portfolio

0.84%

Previous 1.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$498.8 - $620.9 $333,697 - $415,382	-669 Reduced 19.15%	2,824 $1.75 Billion
Q1 2025 May 08, 2025	BUY	$554.06 - $615.85 $231,043 - $256,809	417 Added 13.56%	3,493 $1.96 Billion
Q4 2024 Feb 04, 2025	BUY	$570.51 - $610.59 $862,040 - $922,601	1,511 Added 96.55%	3,076 $1.81 Billion
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $2,600 - $2,884	-5 Reduced 0.32%	1,565 $903 Million
Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $27,364 - $30,230	-55 Reduced 3.38%	1,570 $859 Million
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $829,712 - $928,964	-1,767 Reduced 52.09%	1,625 $854 Million
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $684,007 - $794,182	1,658 Added 95.62%	3,392 $1.62 Billion
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $620,737 - $709,760	1,734 New	1,734 $666 Million

Others Institutions Holding IVV

# of Institutions

3,982

Shares Held

800M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Delap Wealth Advisory, LLC Ishares Core S&P 500 ETF Transaction History