Level Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Level Financial Advisors, Inc.

  • $343 Million
  • Q4 2025

A detailed history of Level Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 916 shares of IVV stock, worth $618,583. This represents 0.18% of its overall portfolio holdings.

Number of Shares
916
Previous 896 2.23%
Holding current value
$618,583
Previous $599,000 3.17%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$656.2 - $690.71 $13,124 - $13,814
20 Added 2.23%
916 $618,000
Q3 2025

Oct 15, 2025
SELL
$620.67 - $670.08 $21,102 - $22,782
-34 Reduced 3.66%
896 $599,000
Q1 2025

Apr 10, 2025
BUY
$554.06 - $615.85 $515,275 - $572,740
930 New
930 $519,000
Q3 2022

Oct 18, 2022
SELL
$358.65 - $432.04 $95,759 - $115,354
-267 Reduced 86.41%
42 $15,000
Q4 2021

Jan 20, 2022
BUY
$430.29 - $479.53 $132,959 - $148,174
309 New
309 $147,000

Others Institutions Holding IVV

# of Institutions
4,179
Shares Held
798M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Level Financial Advisors, Inc. Portfolio

Follow Level Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email