Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History

Northwest Financial Advisors

$121 Billion
Q1 2025

A detailed history of Northwest Financial Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,011 shares of IVV stock, worth $1.12 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

2,011

Previous 2,048 1.81%

Holding current value

$1.12 Million

Previous $1.21 Billion 6.31%

% of portfolio

0.94%

Previous 1.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$554.06 - $615.85 $20,500 - $22,786	-37 Reduced 1.81%	2,011 $1.13 Billion
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $175,146 - $187,451	307 Added 17.63%	2,048 $1.21 Billion
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $1.65 Million - $1.82 Million	-3,163 Reduced 64.5%	1,741 $1 Billion
Q2 2024 Jan 27, 2025	SELL	$497.53 - $549.64 $9,950 - $10,992	-20 Reduced 1.09%	1,807 $989 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $155,229 - $171,487	312 Added 6.79%	4,904 $2.68 Billion
Q1 2024 Jan 27, 2025	SELL	$469.56 - $525.73 $103,772 - $116,186	-221 Reduced 10.79%	1,827 $961 Million
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $593,993 - $665,048	1,265 Added 38.02%	4,592 $2.41 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $1.37 Million - $1.59 Million	3,327 New	3,327 $1.59 Billion

Others Institutions Holding IVV

# of Institutions

3,913

Shares Held

820M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History