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

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,107 shares of IVV stock, worth $617,661. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,107

Previous 991 11.71%

Holding current value

$617,661

Previous $584 Million 6.59%

% of portfolio

0.37%

Previous 0.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$554.06 - $615.85 $64,270 - $71,438	116 Added 11.71%	1,107 $622 Million
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $224,210 - $239,961	393 Added 65.72%	991 $584 Million
Q3 2024 Oct 28, 2024	BUY	$520.18 - $576.82 $98,834 - $109,595	190 Added 46.57%	598 $345 Million
Q2 2024 Jul 16, 2024	BUY	$497.53 - $549.64 $497 - $549	1 Added 0.25%	408 $223 Million
Q1 2024 Apr 30, 2024	BUY	$469.56 - $525.73 $14,556 - $16,297	31 Added 8.24%	407 $214 Million
Q4 2023 Jan 05, 2024	BUY	$412.55 - $479.0 $155,118 - $180,104	376 New	376 $161 Million

Others Institutions Holding IVV

# of Institutions

3,904

Shares Held

756M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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