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

Guardian Wealth Advisors, LLC

$162 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 734 shares of IVV stock, worth $435,504. This represents 0.26% of its overall portfolio holdings.

Number of Shares

734

Previous 691 6.22%

Holding current value

$435,504

Previous $378,000 11.9%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$520.18 - $576.82 $22,367 - $24,803	43 Added 6.22%	734 $423,000
Q1 2024 Apr 26, 2024	BUY	$469.56 - $525.73 $7,512 - $8,411	16 Added 2.37%	691 $363,000
Q4 2023 Feb 08, 2024	BUY	$412.55 - $479.0 $278,471 - $323,325	675 New	675 $322,000
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $2.05 Million - $2.26 Million	5,387 New	5,387 $2.21 Million
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $3.58 Million - $4.31 Million	9,979 New	9,979 $3.58 Million
Q2 2021 Jul 28, 2021	SELL	$402.08 - $429.92 $15.1 Million - $16.1 Million	-37,526 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$370.22 - $398.75 $13.9 Million - $15 Million	37,526 New	37,526 $14.9 Million

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

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