Ivc Wealth Advisors LLC Spdr Ser Tr Russell 1000 Core Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 2,900 shares of ONEY stock, worth $313,722. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,900

Previous 2,900 -0.0%

Holding current value

$313,722

Previous $315,000 0.63%

% of portfolio

0.17%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$108.28 - $117.54 $14,617 - $15,867	135 Added 4.88%	2,900 $315,000
Q4 2023 Jan 10, 2024	SELL	$86.22 - $101.67 $517 - $610	-6 Reduced 0.22%	2,765 $278,000
Q2 2023 Jul 13, 2023	BUY	$88.5 - $95.33 $531 - $571	6 Added 0.22%	2,771 $264,000
Q2 2022 Jul 11, 2022	SELL	$88.04 - $104.6 $880 - $1,046	-10 Reduced 0.36%	2,765 $246,000
Q4 2021 Jan 13, 2022	SELL	$93.44 - $100.37 $32,704 - $35,129	-350 Reduced 11.2%	2,775 $279,000
Q2 2021 Jul 13, 2021	BUY	$90.3 - $99.36 $46,053 - $50,673	510 Added 19.5%	3,125 $296,000
Q1 2021 Apr 20, 2021	SELL	$73.82 - $93.16 $38,607 - $48,722	-523 Reduced 16.67%	2,615 $235,000
Q4 2020 Feb 01, 2021	BUY	$60.19 - $76.25 $188,876 - $239,272	3,138 New	3,138 $236,000

Others Institutions Holding ONEY

# of Institutions

124

Shares Held

6.71M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
Sector ETFs
Industry ETFs

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Ivc Wealth Advisors LLC Spdr Ser Tr Russell 1000 Core Transaction History