Visionary Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Visionary Wealth Advisors

$1.96 Billion
Q3 2025

A detailed history of Visionary Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 99,683 shares of IVV stock, worth $67.3 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

99,683

Previous 92,894 7.31%

Holding current value

$67.3 Million

Previous $57.7 Million 15.67%

% of portfolio

3.4%

Previous 3.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$620.67 - $670.08 $4.21 Million - $4.55 Million	6,789 Added 7.31%	99,683 $66.7 Million
Q2 2025 Aug 13, 2025	BUY	$498.8 - $620.9 $2.39 Million - $2.98 Million	4,799 Added 5.45%	92,894 $57.7 Million
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $419,423 - $466,198	-757 Reduced 0.85%	88,095 $49.5 Million
Q4 2024 Feb 13, 2025	SELL	$570.51 - $610.59 $489,497 - $523,886	-858 Reduced 0.96%	88,852 $52.3 Million
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $514,458 - $570,474	989 Added 1.11%	89,710 $51.7 Million

Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $104,481 - $115,424	210 Added 0.24%	88,721 $48.6 Million
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $1.97 Million - $2.2 Million	-4,188 Reduced 4.52%	88,511 $46.5 Million
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $23,102 - $26,824	56 Added 0.06%	92,699 $44.3 Million
Q3 2023 Nov 13, 2023	SELL	$427.76 - $460.18 $263,927 - $283,931	-617 Reduced 0.66%	92,643 $39.8 Million
Q2 2023 Aug 11, 2023	SELL	$406.17 - $445.71 $809,496 - $888,300	-1,993 Reduced 2.09%	93,260 $41.6 Million
Q1 2023 May 15, 2023	SELL	$381.13 - $418.66 $4.49 Million - $4.94 Million	-11,788 Reduced 11.01%	95,253 $39.2 Million
Q4 2022 Feb 13, 2023	SELL	$357.98 - $409.32 $1.1 Million - $1.26 Million	-3,067 Reduced 2.79%	107,041 $41.1 Million
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $356,498 - $429,447	-994 Reduced 0.89%	110,108 $39.5 Million
Q2 2022 Aug 12, 2022	BUY	$366.99 - $458.8 $495,069 - $618,921	1,349 Added 1.23%	111,102 $42.1 Million
Q1 2022 May 12, 2022	BUY	$418.06 - $479.84 $13.8 Million - $15.9 Million	33,108 Added 43.2%	109,753 $49.8 Million
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $3.91 Million - $4.36 Million	9,093 Added 13.46%	76,645 $36.6 Million
Q3 2021 Nov 12, 2021	BUY	$426.8 - $455.27 $746,473 - $796,267	1,749 Added 2.66%	67,552 $29.1 Million
Q2 2021 Aug 13, 2021	SELL	$402.08 - $429.92 $965,796 - $1.03 Million	-2,402 Reduced 3.52%	65,803 $28.3 Million
Q1 2021 May 18, 2021	SELL	$370.22 - $398.75 $3.3 Million - $3.56 Million	-8,927 Reduced 11.57%	68,205 $27.1 Million
Q4 2020 Feb 16, 2021	SELL	$327.62 - $375.39 $3.54 Million - $4.06 Million	-10,810 Reduced 12.29%	77,132 $29 Million
Q3 2020 Nov 16, 2020	BUY	$311.81 - $359.24 $1.69 Million - $1.94 Million	5,405 Added 6.55%	87,942 $29.6 Million
Q2 2020 Aug 14, 2020	BUY	$246.8 - $324.4 $3.58 Million - $4.7 Million	14,499 Added 21.31%	82,537 $25.6 Million
Q1 2020 May 15, 2020	BUY	$224.65 - $339.88 $1.01 Million - $1.53 Million	4,504 Added 7.09%	68,038 $17.6 Million
Q4 2019 Feb 14, 2020	BUY	$289.63 - $324.32 $18.4 Million - $20.6 Million	63,534 New	63,534 $20.5 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Ishares Core S&P 500 ETF Transaction History