Legacy Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History

Legacy Advisory Services, LLC

$133 Billion
Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 8,409 shares of IVV stock, worth $5.68 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

8,409

Previous 8,248 1.95%

Holding current value

$5.68 Million

Previous $4.51 Billion 24.7%

% of portfolio

4.24%

Previous 4.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$620.67 - $670.08 $99,927 - $107,882	161 Added 1.95%	8,409 $5.63 Billion
Q2 2025 Aug 14, 2025	BUY	$498.8 - $620.9 $684,353 - $851,874	1,372 Added 19.69%	8,339 $5.18 Billion
Q1 2025 May 19, 2025	BUY	$554.06 - $615.85 $3.86 Million - $4.29 Million	6,967 New	6,967 $3.91 Billion
Q4 2024 Oct 17, 2025	SELL	$570.51 - $610.59 $667,496 - $714,390	-1,170 Reduced 14.18%	7,081 $4.17 Billion
Q3 2024 Oct 17, 2025	SELL	$520.18 - $576.82 $45,775 - $50,760	-88 Reduced 1.06%	8,251 $4.76 Billion

Q2 2024 Oct 30, 2025	SELL	$497.53 - $549.64 $45,275 - $50,017	-91 Reduced 1.09%	8,248 $4.51 Billion
Q2 2024 Oct 17, 2025	SELL	$497.53 - $549.64 $2,985 - $3,297	-6 Reduced 0.07%	8,251 $4.76 Billion
Q1 2024 Oct 17, 2025	BUY	$469.56 - $525.73 $6,573 - $7,360	14 Added 0.17%	8,257 $4.34 Billion
Q4 2023 Oct 17, 2025	SELL	$412.55 - $479.0 $39,604 - $45,984	-96 Reduced 1.15%	8,243 $3.94 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Legacy Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History