Delta Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Delta Wealth Advisors LLC

  • $119 Billion
  • Q4 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 5,057 shares of IVV stock, worth $3.42 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
5,057
Previous 5,383 6.06%
Holding current value
$3.42 Million
Previous $3.6 Billion 3.86%
% of portfolio
2.9%
Previous 2.82%

Shares

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

Jan 28, 2026
SELL
$656.2 - $690.71 $213,921 - $225,171
-326 Reduced 6.06%
5,057 $3.46 Billion
Q3 2025

Oct 21, 2025
SELL
$620.67 - $670.08 $39,102 - $42,215
-63 Reduced 1.16%
5,383 $3.6 Billion
Q2 2025

Oct 10, 2025
BUY
$498.8 - $620.9 $2.72 Million - $3.38 Million
5,446 New
5,446 $3.38 Billion

Others Institutions Holding IVV

# of Institutions
4,196
Shares Held
797M
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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