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 $465,170. This represents 0.05% of its overall portfolio holdings.

Number of Shares

784

Previous 742 5.66%

Holding current value

$465,170

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

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

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