Wells Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History

Wells Financial Advisors Inc

$71.4 Million
Q2 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,492 shares of IVV stock, worth $955,253. This represents 1.3% of its overall portfolio holdings.

Number of Shares

1,492

Previous 1,902 21.56%

Holding current value

$955,253

Previous $1.07 Million 13.3%

% of portfolio

1.3%

Previous 1.5%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$498.8 - $620.9 $204,508 - $254,569	-410 Reduced 21.56%	1,492 $926,000
Q1 2025 May 09, 2025	BUY	$554.06 - $615.85 $1,662 - $1,847	3 Added 0.16%	1,902 $1.07 Million
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $78,730 - $84,261	-138 Reduced 6.77%	1,899 $1.12 Million
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $883,785 - $980,017	-1,699 Reduced 45.48%	2,037 $1.17 Million
Q2 2024 Aug 09, 2024	SELL	$497.53 - $549.64 $50,250 - $55,513	-101 Reduced 2.63%	3,736 $2.04 Million
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $22,069 - $24,709	47 Added 1.24%	3,837 $2.02 Million
Q4 2023 Feb 12, 2024	SELL	$412.55 - $479.0 $110,563 - $128,372	-268 Reduced 6.6%	3,790 $1.81 Million
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $7,271 - $7,823	17 Added 0.42%	4,058 $1.74 Million
Q2 2023 Aug 07, 2023	BUY	$406.17 - $445.71 $24,370 - $26,742	60 Added 1.51%	4,041 $1.8 Million
Q1 2023 May 03, 2023	SELL	$381.13 - $418.66 $27,441 - $30,143	-72 Reduced 1.78%	3,981 $1.64 Million
Q4 2022 Feb 03, 2023	BUY	$357.98 - $409.32 $36,155 - $41,341	101 Added 2.56%	4,053 $1.56 Million
Q3 2022 Nov 09, 2022	SELL	$358.65 - $432.04 $4,662 - $5,616	-13 Reduced 0.33%	3,952 $1.42 Million
Q2 2022 Aug 10, 2022	SELL	$366.99 - $458.8 $249,553 - $311,984	-680 Reduced 14.64%	3,965 $1.5 Million
Q1 2022 Apr 25, 2022	BUY	$418.06 - $479.84 $7,943 - $9,116	19 Added 0.41%	4,645 $2.11 Million
Q4 2021 Feb 11, 2022	SELL	$430.29 - $479.53 $223,750 - $249,355	-520 Reduced 10.1%	4,626 $2.21 Million
Q3 2021 Nov 10, 2021	BUY	$426.8 - $455.27 $54,630 - $58,274	128 Added 2.55%	5,146 $2.22 Million
Q2 2021 Aug 02, 2021	BUY	$402.08 - $429.92 $475,258 - $508,165	1,182 Added 30.81%	5,018 $2.16 Million
Q1 2021 May 12, 2021	BUY	$370.22 - $398.75 $15,179 - $16,348	41 Added 1.08%	3,836 $1.53 Million
Q4 2020 Feb 11, 2021	BUY	$327.62 - $375.39 $1.24 Million - $1.42 Million	3,795 New	3,795 $1.43 Million

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

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Wells Financial Advisors Inc Ishares Core S&P 500 ETF Transaction History