Wiser Advisor Group LLC Ishares Core S&P 500 ETF Transaction History

Wiser Advisor Group LLC

$57.6 Billion
Q2 2025

A detailed history of Wiser Advisor Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 576 shares of IVV stock, worth $368,784. This represents 0.62% of its overall portfolio holdings.

Number of Shares

576

Previous 682 15.54%

Holding current value

$368,784

Previous $383 Million 6.58%

% of portfolio

0.62%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$498.8 - $620.9 $52,872 - $65,815	-106 Reduced 15.54%	576 $358 Million
Q1 2025 May 14, 2025	SELL	$554.06 - $615.85 $21,608 - $24,018	-39 Reduced 5.41%	682 $383 Million
Q4 2024 Feb 05, 2025	BUY	$570.51 - $610.59 $11,980 - $12,822	21 Added 3.0%	721 $424 Million
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $19,766 - $21,919	-38 Reduced 5.15%	700 $404 Million
Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $120,402 - $133,012	242 Added 48.79%	738 $403 Million
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $156,833 - $175,593	334 Added 206.17%	496 $261 Million
Q4 2023 Feb 12, 2024	BUY	$412.55 - $479.0 $66,833 - $77,598	162 New	162 $77.3 Million

Others Institutions Holding IVV

# of Institutions

3,982

Shares Held

800M

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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Wiser Advisor Group LLC Ishares Core S&P 500 ETF Transaction History