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

Windsor Advisory Group, LLC

  • $77.4 Billion
  • Q1 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 9,801 shares of IVV stock, worth $6.24 Million. This represents 7.12% of its overall portfolio holdings.

Number of Shares
9,801
Previous 50 19502.0%
Holding current value
$6.24 Million
Previous $29.4 Million 18610.27%
% of portfolio
7.12%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,958
Shares Held
815M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email