United Advisor Group, LLC Ishares Core S&P 500 ETF Transaction History

United Advisor Group, LLC

$455 Million
Q1 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 3,829 shares of IVV stock, worth $2.14 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,829

Previous 4,065 5.81%

Holding current value

$2.14 Million

Previous $2.39 Million 10.08%

% of portfolio

0.47%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$554.06 - $615.85 $130,758 - $145,340	-236 Reduced 5.81%	3,829 $2.15 Million
Q4 2024 Feb 24, 2025	SELL	$570.51 - $610.59 $112,390 - $120,286	-197 Reduced 4.62%	4,065 $2.39 Million
Q3 2024 Oct 30, 2024	BUY	$520.18 - $576.82 $1.35 Million - $1.49 Million	2,589 Added 154.75%	4,262 $2.46 Million
Q2 2024 Aug 08, 2024	BUY	$497.53 - $549.64 $410,959 - $454,002	826 Added 97.52%	1,673 $915,000
Q1 2024 May 14, 2024	BUY	$469.56 - $525.73 $159,180 - $178,222	339 Added 66.73%	847 $445,000
Q4 2023 Feb 15, 2024	BUY	$412.55 - $479.0 $209,575 - $243,332	508 New	508 $242,000

Others Institutions Holding IVV

# of Institutions

3,909

Shares Held

762M

Call Options Held

1.95M

Put Options Held

2.3M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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United Advisor Group, LLC Ishares Core S&P 500 ETF Transaction History