Orba Wealth Advisors, L.L.C. Ishares Core S&P 500 ETF Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 6,276 shares of IVV stock, worth $4.22 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares

6,276

Previous 3,946 59.05%

Holding current value

$4.22 Million

Previous $2.22 Billion 75.75%

% of portfolio

3.55%

Previous 1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$498.8 - $620.9 $1.16 Million - $1.45 Million	2,330 Added 59.05%	6,276 $3.9 Billion
Q1 2025 Apr 17, 2025	BUY	$554.06 - $615.85 $16,621 - $18,475	30 Added 0.77%	3,946 $2.22 Billion
Q4 2024 Feb 04, 2025	SELL	$570.51 - $610.59 $39,935 - $42,741	-70 Reduced 1.76%	3,916 $2.31 Billion
Q3 2024 Oct 09, 2024	SELL	$520.18 - $576.82 $9,363 - $10,382	-18 Reduced 0.45%	3,986 $2.3 Billion
Q2 2024 Jul 16, 2024	BUY	$497.53 - $549.64 $146,273 - $161,594	294 Added 7.92%	4,004 $2.19 Billion
Q1 2024 Apr 30, 2024	SELL	$469.56 - $525.73 $3,756 - $4,205	-8 Reduced 0.22%	3,710 $1.95 Billion
Q4 2023 Feb 12, 2024	BUY	$412.55 - $479.0 $1.53 Million - $1.78 Million	3,718 New	3,718 $1.78 Billion

Others Institutions Holding IVV

# of Institutions

4,026

Shares Held

744M

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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Orba Wealth Advisors, L.L.C. Ishares Core S&P 500 ETF Transaction History