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

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 8,761 shares of IVV stock, worth $5.61 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

8,761

Previous 12,172 28.02%

Holding current value

$5.61 Million

Previous $7.17 Billion 31.3%

% of portfolio

2.12%

Previous 3.61%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$554.06 - $615.85 $1.89 Million - $2.1 Million	-3,411 Reduced 28.02%	8,761 $4.92 Billion
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $15,403 - $16,485	-27 Reduced 0.22%	12,172 $7.17 Billion
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $6.35 Million - $7.04 Million	12,199 New	12,199 $7.04 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $1.05 Million - $1.18 Million	-2,237 Reduced 15.49%	12,204 $6.42 Million
Q4 2023 Feb 08, 2024	SELL	$412.55 - $479.0 $36,304 - $42,152	-88 Reduced 0.61%	14,441 $6.9 Million
Q3 2023 Nov 07, 2023	SELL	$427.76 - $460.18 $150,571 - $161,983	-352 Reduced 2.37%	14,529 $6.24 Million
Q2 2023 Jul 25, 2023	SELL	$406.17 - $445.71 $10,560 - $11,588	-26 Reduced 0.17%	14,881 $6.63 Million
Q1 2023 May 09, 2023	SELL	$381.13 - $418.66 $548,827 - $602,870	-1,440 Reduced 8.81%	14,907 $6.13 Million
Q4 2022 Feb 10, 2023	SELL	$357.98 - $409.32 $4.24 Million - $4.84 Million	-11,832 Reduced 41.99%	16,347 $6.28 Million
Q3 2022 Nov 15, 2022	SELL	$358.65 - $432.04 $24 Million - $28.9 Million	-66,796 Reduced 70.33%	28,179 $10.1 Million
Q2 2022 Jul 28, 2022	SELL	$366.99 - $458.8 $7.08 Million - $8.85 Million	-19,287 Reduced 16.88%	94,975 $36 Million
Q1 2022 May 10, 2022	BUY	$418.06 - $479.84 $2.18 Million - $2.5 Million	5,212 Added 4.78%	114,262 $51.8 Million
Q4 2021 Feb 14, 2022	SELL	$430.29 - $479.53 $3.23 Million - $3.6 Million	-7,515 Reduced 6.45%	109,050 $52 Million
Q3 2021 Nov 09, 2021	BUY	$426.8 - $455.27 $31.2 Million - $33.3 Million	73,179 Added 168.67%	116,565 $50.2 Million
Q2 2021 Jul 26, 2021	SELL	$402.08 - $429.92 $224,762 - $240,325	-559 Reduced 1.27%	43,386 $18.7 Million
Q1 2021 Apr 29, 2021	SELL	$370.22 - $398.75 $7.98 Million - $8.6 Million	-21,558 Reduced 32.91%	43,945 $17.5 Million
Q4 2020 Feb 12, 2021	BUY	$327.62 - $375.39 $7.48 Million - $8.58 Million	22,845 Added 53.55%	65,503 $24.6 Million
Q3 2020 Oct 28, 2020	BUY	$311.81 - $359.24 $7.69 Million - $8.87 Million	24,678 Added 137.25%	42,658 $14.3 Million
Q2 2020 Aug 07, 2020	BUY	$246.8 - $324.4 $1.25 Million - $1.64 Million	5,070 Added 39.27%	17,980 $5.57 Million
Q1 2020 Apr 28, 2020	BUY	$224.65 - $339.88 $2.9 Million - $4.39 Million	12,910 New	12,910 $0

Others Institutions Holding IVV

# of Institutions

3,988

Shares Held

797M

Call Options Held

5.37M

Put Options Held

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 Wealth Advisors Of Iowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Iowa, LLC with notifications on news.

Account

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