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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 50,972 shares of IVV stock, worth $33.8 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
50,972
Previous 45,433 12.19%
Holding current value
$33.8 Million
Previous $25.5 Million 23.97%
% of portfolio
2.23%
Previous 2.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$498.8 - $620.9 $2.76 Million - $3.44 Million
5,539 Added 12.19%
50,972 $31.6 Million
Q1 2025

May 14, 2025
SELL
$554.06 - $615.85 $3.84 Million - $4.26 Million
-6,924 Reduced 13.22%
45,433 $25.5 Million
Q4 2024

Feb 18, 2025
BUY
$570.51 - $610.59 $429,594 - $459,774
753 Added 1.46%
52,357 $30.8 Million
Q3 2024

Nov 13, 2024
SELL
$520.18 - $576.82 $995,624 - $1.1 Million
-1,914 Reduced 3.58%
51,604 $29.8 Million
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $9.69 Million - $10.7 Million
-19,471 Reduced 26.68%
53,518 $29.3 Million
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $15.5 Million - $17.4 Million
33,099 Added 82.98%
72,989 $38.4 Million
Q4 2023

Feb 08, 2024
SELL
$412.55 - $479.0 $4.85 Million - $5.63 Million
-11,762 Reduced 22.77%
39,890 $19.1 Million
Q3 2023

Nov 09, 2023
BUY
$427.76 - $460.18 $2.88 Million - $3.1 Million
6,742 Added 15.01%
51,652 $22.2 Million
Q2 2023

Aug 14, 2023
BUY
$406.17 - $445.71 $18.2 Million - $20 Million
44,910 New
44,910 $20 Million
Q3 2022

Nov 14, 2022
BUY
$358.65 - $432.04 $743,122 - $895,186
2,072 Added 60.78%
5,481 $1.97 Million
Q2 2022

Aug 23, 2022
SELL
$366.99 - $458.8 $506,813 - $633,602
-1,381 Reduced 28.83%
3,409 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $1.76 Million - $2.2 Million
4,790 New
4,790 $208,000

Others Institutions Holding IVV

# of Institutions
4,075
Shares Held
746M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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