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

Geometric Wealth Advisors

$614 Million
Q2 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 2,474 shares of IVV stock, worth $1.64 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,474

Previous 2,418 2.32%

Holding current value

$1.64 Million

Previous $1.36 Million 13.11%

% of portfolio

0.25%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$498.8 - $620.9 $27,932 - $34,770	56 Added 2.32%	2,474 $1.54 Million
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

4,041

Shares Held

744M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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