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

Lowe Wealth Advisors, LLC

$232 Million
Q1 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 309 shares of IVV stock, worth $172,459. This represents 0.07% of its overall portfolio holdings.

Number of Shares

309

Previous 314 1.59%

Holding current value

$172,459

Previous $184,000 6.52%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$554.06 - $615.85 $2,770 - $3,079	-5 Reduced 1.59%	309 $172,000
Q4 2024 Jan 10, 2025	BUY	$570.51 - $610.59 $127,794 - $136,772	224 Added 248.89%	314 $184,000
Q1 2024 Apr 08, 2024	SELL	$469.56 - $525.73 $2,817 - $3,154	-6 Reduced 6.25%	90 $47,000
Q1 2021 Apr 06, 2021	BUY	$370.22 - $398.75 $4,442 - $4,785	12 Added 14.29%	96 $38,000
Q3 2020 Oct 16, 2020	SELL	$311.81 - $359.24 $7,483 - $8,621	-24 Reduced 22.22%	84 $28,000
Q4 2018 Jan 10, 2019	BUY	$236.09 - $293.95 $708 - $881	3 Added 2.86%	108 $27,000
Q3 2018 Oct 30, 2018	BUY	$272.73 - $295.76 $10,363 - $11,238	38 Added 56.72%	105 $31,000
Q1 2018 Apr 06, 2018	BUY	$259.62 - $288.66 $2,596 - $2,886	10 Added 17.54%	67 $18,000
Q3 2017 Oct 05, 2017	BUY	$246.18 - $253.1 $14,032 - $14,426	57	57 $14,000

Others Institutions Holding IVV

# of Institutions

3,882

Shares Held

757M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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