Lifelong Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 5,495 shares of IVV stock, worth $3.07 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
5,495
Previous 5,523 0.51%
Holding current value
$3.07 Million
Previous $3.25 Billion 5.03%
% of portfolio
1.45%
Previous 1.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$554.06 - $615.85 $15,513 - $17,243
-28 Reduced 0.51%
5,495 $3.09 Billion
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $3.15 Million - $3.37 Million
5,523 New
5,523 $3.25 Billion

Others Institutions Holding IVV

# of Institutions
3,903
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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