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

Etesian Wealth Advisors, Inc.

  • $303 Billion
  • Q3 2025

A detailed history of Etesian Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 18,898 shares of IVV stock, worth $12.5 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
18,898
Previous 18,365 2.9%
Holding current value
$12.5 Million
Previous $11.4 Billion 10.92%
% of portfolio
4.18%
Previous 4.25%

Shares

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

Oct 23, 2025
BUY
$620.67 - $670.08 $330,817 - $357,152
533 Added 2.9%
18,898 $12.6 Billion
Q2 2025

Jul 24, 2025
BUY
$498.8 - $620.9 $555,164 - $691,061
1,113 Added 6.45%
18,365 $11.4 Billion
Q1 2025

Apr 24, 2025
BUY
$554.06 - $615.85 $1.32 Million - $1.46 Million
2,375 Added 15.96%
17,252 $9.69 Billion
Q4 2024

Jan 27, 2025
BUY
$570.51 - $610.59 $1.4 Million - $1.5 Million
2,454 Added 19.75%
14,877 $8.76 Billion
Q3 2024

Oct 18, 2024
BUY
$520.18 - $576.82 $2.96 Million - $3.28 Million
5,682 Added 84.29%
12,423 $7.17 Billion
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $1.97 Million - $2.18 Million
3,958 Added 142.22%
6,741 $3.69 Billion
Q1 2024

Apr 12, 2024
SELL
$469.56 - $525.73 $76,068 - $85,168
-162 Reduced 5.5%
2,783 $1.46 Billion
Q4 2023

Jan 16, 2024
SELL
$412.55 - $479.0 $32,178 - $37,362
-78 Reduced 2.58%
2,945 $1.41 Billion
Q4 2023

Jan 12, 2024
SELL
$412.55 - $479.0 $32,178 - $37,362
-78 Reduced 2.58%
2,945 $1.41 Billion
Q3 2023

Jan 16, 2024
SELL
$427.76 - $460.18 $1,283 - $1,380
-3 Reduced 0.1%
3,023 $1.3 Billion
Q3 2023

Oct 19, 2023
SELL
$427.76 - $460.18 $1,283 - $1,380
-3 Reduced 0.1%
3,023 $1.3 Billion
Q2 2023

Jan 16, 2024
SELL
$406.17 - $445.71 $12,997 - $14,262
-32 Reduced 1.05%
3,026 $1.35 Billion
Q2 2023

Oct 19, 2023
SELL
$406.17 - $445.71 $12,997 - $14,262
-32 Reduced 1.05%
3,026 $1.35 Billion
Q1 2023

Jan 16, 2024
SELL
$381.13 - $418.66 $5,716 - $6,279
-15 Reduced 0.49%
3,058 $1.26 Billion
Q1 2023

Oct 19, 2023
SELL
$381.13 - $418.66 $5,716 - $6,279
-15 Reduced 0.49%
3,058 $1.26 Billion
Q4 2022

Jan 16, 2024
BUY
$357.98 - $409.32 $45,821 - $52,392
128 Added 4.35%
3,073 $1.18 Billion
Q4 2022

Oct 19, 2023
BUY
$357.98 - $409.32 $1.1 Million - $1.26 Million
3,073 New
3,073 $1.18 Billion

Others Institutions Holding IVV

# of Institutions
4,074
Shares Held
746M
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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