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

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 28,886 shares of IVV stock, worth $19.5 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

28,886

Previous 29,547 2.24%

Holding current value

$19.5 Million

Previous $18.3 Million 5.39%

% of portfolio

1.05%

Previous 1.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$620.67 - $670.08 $410,262 - $442,922	-661 Reduced 2.24%	28,886 $19.3 Million
Q2 2025 Jul 23, 2025	BUY	$498.8 - $620.9 $3.31 Million - $4.11 Million	6,627 Added 28.91%	29,547 $18.3 Million
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $3.19 Million - $3.55 Million	5,763 Added 33.59%	22,920 $12.9 Million
Q4 2024 Jan 15, 2025	SELL	$570.51 - $610.59 $143,198 - $153,258	-251 Reduced 1.44%	17,157 $10.1 Million
Q3 2024 Oct 17, 2024	BUY	$520.18 - $576.82 $1.01 Million - $1.13 Million	1,951 Added 12.62%	17,408 $10 Million

Q2 2024 Jul 12, 2024	SELL	$497.53 - $549.64 $157,219 - $173,686	-316 Reduced 2.0%	15,457 $8.46 Million
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $340,431 - $381,154	725 Added 4.82%	15,773 $8.29 Million
Q4 2023 Feb 14, 2024	SELL	$412.55 - $479.0 $76,321 - $88,615	-185 Reduced 1.21%	15,048 $7.19 Million
Q3 2023 Nov 07, 2023	BUY	$427.76 - $460.18 $551,810 - $593,632	1,290 Added 9.25%	15,233 $6.54 Million
Q2 2023 Aug 10, 2023	SELL	$406.17 - $445.71 $314,375 - $344,979	-774 Reduced 5.26%	13,943 $6.21 Million
Q1 2023 May 05, 2023	BUY	$381.13 - $418.66 $532,057 - $584,449	1,396 Added 10.48%	14,717 $6.05 Million
Q4 2022 Feb 06, 2023	SELL	$357.98 - $409.32 $103,814 - $118,702	-290 Reduced 2.13%	13,321 $5.12 Million
Q3 2022 Nov 08, 2022	SELL	$358.65 - $432.04 $79,978 - $96,344	-223 Reduced 1.61%	13,611 $4.88 Million
Q2 2022 Aug 11, 2022	BUY	$366.99 - $458.8 $426,809 - $533,584	1,163 Added 9.18%	13,834 $5.25 Million
Q1 2022 Aug 11, 2022	SELL	$418.06 - $479.84 $144,230 - $165,544	-345 Reduced 2.65%	12,671 $5.75 Million
Q1 2022 Apr 20, 2022	BUY	$418.06 - $479.84 $366,638 - $420,819	877 Added 7.22%	13,016 $5.91 Million
Q4 2021 Feb 07, 2022	BUY	$430.29 - $479.53 $6,884 - $7,672	16 Added 0.13%	12,139 $5.79 Million
Q3 2021 Dec 10, 2021	SELL	$426.8 - $455.27 $153,221 - $163,441	-359 Reduced 2.88%	12,123 $5.22 Million
Q2 2021 Aug 12, 2021	SELL	$402.08 - $429.92 $2.04 Million - $2.18 Million	-5,065 Reduced 28.87%	12,482 $5.37 Million
Q1 2021 May 14, 2021	BUY	$370.22 - $398.75 $1.72 Million - $1.86 Million	4,656 Added 36.12%	17,547 $6.98 Million
Q4 2020 Feb 16, 2021	BUY	$327.62 - $375.39 $4.22 Million - $4.84 Million	12,891 New	12,891 $4.84 Million

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

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