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

Gratus Wealth Advisors, LLC

$710 Billion
Q3 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 4,761 shares of IVV stock, worth $3.22 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

4,761

Previous 4,789 0.58%

Holding current value

$3.22 Million

Previous $2.97 Billion 7.17%

% of portfolio

0.45%

Previous 0.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$620.67 - $670.08 $17,378 - $18,762	-28 Reduced 0.58%	4,761 $3.19 Billion
Q2 2025 Jul 22, 2025	SELL	$498.8 - $620.9 $16,460 - $20,489	-33 Reduced 0.68%	4,789 $2.97 Billion
Q1 2025 May 06, 2025	SELL	$554.06 - $615.85 $30,473 - $33,871	-55 Reduced 1.13%	4,822 $2.71 Billion
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $13,121 - $14,043	-23 Reduced 0.47%	4,877 $2.87 Billion
Q3 2024 Oct 08, 2024	BUY	$520.18 - $576.82 $8,322 - $9,229	16 Added 0.33%	4,900 $2.8 Billion

Q2 2024 Jul 22, 2024	SELL	$497.53 - $549.64 $5,970 - $6,595	-12 Reduced 0.25%	4,884 $2.7 Billion
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $176,085 - $197,148	375 Added 8.29%	4,896 $2.46 Billion
Q4 2023 May 09, 2024	BUY	$412.55 - $479.0 $1.87 Million - $2.17 Million	4,521 New	4,521 $2.16 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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