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

Grey Fox Wealth Advisors, LLC

$375 Billion
Q1 2025

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 966 shares of IVV stock, worth $538,989. This represents 0.14% of its overall portfolio holdings.

Number of Shares

966

Previous 982 1.63%

Holding current value

$538,989

Previous $578 Million 6.1%

% of portfolio

0.14%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$554.06 - $615.85 $8,864 - $9,853	-16 Reduced 1.63%	966 $543 Million
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $25,102 - $26,865	-44 Reduced 4.29%	982 $578 Million
Q3 2024 Oct 22, 2024	SELL	$520.18 - $576.82 $25,488 - $28,264	-49 Reduced 4.56%	1,026 $592 Million
Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $49,255 - $54,414	99 Added 10.14%	1,075 $588 Million
Q1 2024 Apr 11, 2024	SELL	$469.56 - $525.73 $34,747 - $38,904	-74 Reduced 7.05%	976 $513 Million
Q4 2023 Jan 17, 2024	SELL	$412.55 - $479.0 $3,712 - $4,311	-9 Reduced 0.85%	1,050 $501 Million
Q3 2023 Oct 24, 2023	BUY	$427.76 - $460.18 $36,787 - $39,575	86 Added 8.84%	1,059 $457 Million
Q2 2023 Aug 03, 2023	SELL	$406.17 - $445.71 $16,246 - $17,828	-40 Reduced 3.95%	973 $434 Million
Q1 2023 May 09, 2023	BUY	$381.13 - $418.66 $100,237 - $110,107	263 Added 35.07%	1,013 $416 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $268,485 - $306,990	750 New	750 $288 Million

Others Institutions Holding IVV

# of Institutions

3,903

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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