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

Strategies Wealth Advisors, LLC

$962 Billion
Q3 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 6,852 shares of IVV stock, worth $4.63 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

6,852

Previous 9,152 25.13%

Holding current value

$4.63 Million

Previous $5.68 Billion 19.3%

% of portfolio

0.48%

Previous 0.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $1.43 Million - $1.54 Million	-2,300 Reduced 25.13%	6,852 $4.59 Billion
Q2 2025 Aug 08, 2025	SELL	$498.8 - $620.9 $433,457 - $539,562	-869 Reduced 8.67%	9,152 $5.68 Billion
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $27,148 - $30,176	49 Added 0.49%	10,021 $5.63 Billion
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $290,389 - $310,790	-509 Reduced 4.86%	9,972 $6.06 Billion
Q3 2024 Oct 07, 2024	SELL	$520.18 - $576.82 $130,565 - $144,781	-251 Reduced 2.34%	10,481 $6.05 Billion

Q2 2024 Jul 29, 2024	SELL	$497.53 - $549.64 $274,139 - $302,851	-551 Reduced 4.88%	10,732 $5.87 Billion
Q1 2024 Apr 22, 2024	BUY	$469.56 - $525.73 $155,893 - $174,542	332 Added 3.03%	11,283 $5.93 Billion
Q4 2023 Jan 22, 2024	SELL	$412.55 - $479.0 $9,901 - $11,496	-24 Reduced 0.22%	10,951 $5.23 Billion
Q3 2023 Oct 10, 2023	SELL	$427.76 - $460.18 $37,642 - $40,495	-88 Reduced 0.8%	10,975 $4.71 Billion
Q2 2023 Jul 12, 2023	BUY	$406.17 - $445.71 $1.27 Million - $1.39 Million	3,119 Added 39.26%	11,063 $4.93 Billion
Q1 2023 Jun 27, 2023	BUY	$381.13 - $418.66 $693,656 - $761,961	1,820 Added 29.72%	7,944 $3.27 Billion
Q4 2022 Jun 27, 2023	BUY	$357.98 - $409.32 $1.2 Million - $1.37 Million	3,349 Added 120.68%	6,124 $2.35 Billion
Q2 2022 Jun 27, 2023	SELL	$366.99 - $458.8 $97,252 - $121,582	-265 Reduced 8.72%	2,775 $1.05 Billion
Q1 2022 Jun 27, 2023	SELL	$418.06 - $479.84 $209,030 - $239,920	-500 Reduced 14.12%	3,040 $1.38 Billion
Q4 2021 Jun 26, 2023	BUY	$430.29 - $479.53 $1.52 Million - $1.7 Million	3,540 New	3,540 $1.69 Billion

Others Institutions Holding IVV

# of Institutions

4,136

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

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