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

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 784 shares of IVV stock, worth $473,379. This represents 0.05% of its overall portfolio holdings.

Number of Shares

784

Previous 742 5.66%

Holding current value

$473,379

Previous $406,000 11.33%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $21,847 - $24,226	42 Added 5.66%	784 $452,000
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $30,349 - $33,528	-61 Reduced 7.6%	742 $406,000
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $235,719 - $263,916	502 Added 166.78%	803 $422,000
Q4 2023 Feb 14, 2024	SELL	$412.55 - $479.0 $19,389 - $22,513	-47 Reduced 13.51%	301 $143,000
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $32,937 - $35,433	-77 Reduced 18.12%	348 $149,000
Q2 2023 Aug 14, 2023	BUY	$406.17 - $445.71 $3,249 - $3,565	8 Added 1.92%	425 $189,000
Q1 2023 May 15, 2023	SELL	$381.13 - $418.66 $1,905 - $2,093	-5 Reduced 1.18%	417 $171,000
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $22,552 - $25,787	63 Added 17.55%	422 $162,000
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $442,932 - $533,569	-1,235 Reduced 77.48%	359 $129,000
Q2 2022 Aug 15, 2022	BUY	$366.99 - $458.8 $173,219 - $216,553	472 Added 42.07%	1,594 $604,000
Q1 2022 May 16, 2022	SELL	$418.06 - $479.84 $23,829 - $27,350	-57 Reduced 4.83%	1,122 $509,000
Q4 2021 May 16, 2022	SELL	$430.29 - $479.53 $70,137 - $78,163	-163 Reduced 12.15%	1,179 $562,000
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $577,449 - $643,529	1,342 New	1,342 $640,000

Others Institutions Holding IVV

# of Institutions

3,638

Shares Held

718M

Call Options Held

1.44M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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