Windsor Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History

Windsor Advisory Group, LLC

$113 Billion
Q3 2025

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 9,751 shares of IVV stock, worth $6.58 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares

9,751

Previous 10,107 3.52%

Holding current value

$6.58 Million

Previous $6.28 Billion 4.0%

% of portfolio

5.78%

Previous 8.91%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$620.67 - $670.08 $220,958 - $238,548	-356 Reduced 3.52%	9,751 $6.53 Billion
Q2 2025 Aug 14, 2025	BUY	$498.8 - $620.9 $152,632 - $189,995	306 Added 3.12%	10,107 $6.28 Billion
Q1 2025 May 15, 2025	BUY	$554.06 - $615.85 $5.4 Million - $6.01 Million	9,751 Added 19502.0%	9,801 $5.51 Billion
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $14,262 - $15,264	25 Added 100.0%	50 $29.4 Million
Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $13,004 - $14,420	25 New	25 $14.4 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

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Windsor Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History