Panoramic Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,294 shares of IVV stock, worth $2.73 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

4,294

Previous 4,254 0.94%

Holding current value

$2.73 Million

Previous $2.5 Billion 3.67%

% of portfolio

1.63%

Previous 1.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$554.06 - $615.85 $22,162 - $24,634	40 Added 0.94%	4,294 $2.41 Billion
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $40,506 - $43,351	71 Added 1.7%	4,254 $2.5 Billion
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $144,089 - $159,779	277 Added 7.09%	4,183 $2.41 Billion
Q1 2024 Apr 18, 2024	BUY	$469.56 - $525.73 $87,807 - $98,311	187 Added 5.03%	3,906 $2.05 Billion
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $30,116 - $34,967	73 Added 2.0%	3,719 $1.78 Billion
Q3 2023 Nov 15, 2023	BUY	$427.76 - $460.18 $158,698 - $170,726	371 Added 11.33%	3,646 $1.57 Billion
Q4 2022 Mar 01, 2023	BUY	$357.98 - $409.32 $1.17 Million - $1.34 Million	3,275 New	3,275 $1.26 Billion

Others Institutions Holding IVV

# of Institutions

3,979

Shares Held

803M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Panoramic Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History