New Insight Wealth Advisors Ishares Core S&P 500 ETF Transaction History

New Insight Wealth Advisors

$266 Billion
Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 50,714 shares of IVV stock, worth $33.7 Million. This represents 12.77% of its overall portfolio holdings.

Number of Shares

50,714

Previous 48,889 3.73%

Holding current value

$33.7 Million

Previous $30.4 Billion 11.82%

% of portfolio

12.77%

Previous 12.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$620.67 - $670.08 $1.13 Million - $1.22 Million	1,825 Added 3.73%	50,714 $33.9 Billion
Q2 2025 Jul 16, 2025	SELL	$498.8 - $620.9 $629,984 - $784,196	-1,263 Reduced 2.52%	48,889 $30.4 Billion
Q1 2025 Apr 30, 2025	BUY	$554.06 - $615.85 $1.89 Million - $2.1 Million	3,404 Added 7.28%	50,152 $28.2 Billion
Q4 2024 Feb 07, 2025	SELL	$570.51 - $610.59 $682,900 - $730,876	-1,197 Reduced 2.5%	46,748 $27.5 Billion
Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $2.22 Million - $2.47 Million	4,274 Added 9.79%	47,945 $27.7 Billion
Q2 2024 Aug 15, 2024	BUY	$497.53 - $549.64 $3.14 Million - $3.46 Million	6,304 Added 16.87%	43,671 $23.9 Billion
Q1 2024 May 08, 2024	BUY	$469.56 - $525.73 $1.43 Million - $1.61 Million	3,055 Added 8.9%	37,367 $19.6 Billion
Q4 2023 May 08, 2024	BUY	$412.55 - $479.0 $14.2 Million - $16.4 Million	34,312 New	34,312 $16.4 Billion

Others Institutions Holding IVV

# of Institutions

4,074

Shares Held

746M

Call Options Held

4.19M

Put Options Held

2.82M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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New Insight Wealth Advisors Ishares Core S&P 500 ETF Transaction History