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

Geometric Wealth Advisors

$561 Million
Q1 2025

A detailed history of Geometric Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,418 shares of IVV stock, worth $1.54 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,418

Previous 2,418 -0.0%

Holding current value

$1.54 Million

Previous $1.42 Million 4.57%

% of portfolio

0.24%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$570.51 - $610.59 $57,051 - $61,059	100 Added 4.31%	2,418 $1.42 Million
Q3 2024 Oct 24, 2024	BUY	$520.18 - $576.82 $231,480 - $256,684	445 Added 23.76%	2,318 $1.34 Million
Q1 2024 May 07, 2024	BUY	$469.56 - $525.73 $415,091 - $464,745	884 Added 89.38%	1,873 $984,000
Q3 2023 Oct 12, 2023	SELL	$427.76 - $460.18 $131,322 - $141,275	-307 Reduced 23.69%	989 $424,000
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $124,694 - $136,832	307 Added 31.04%	1,296 $577,000
Q1 2023 May 01, 2023	SELL	$381.13 - $418.66 $112,433 - $123,504	-295 Reduced 22.98%	989 $406,000
Q4 2022 Jan 09, 2023	BUY	$357.98 - $409.32 $459,646 - $525,566	1,284 New	1,284 $0

Others Institutions Holding IVV

# of Institutions

3,971

Shares Held

813M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Account

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