Atlas Private Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Atlas Private Wealth Advisors

  • $380 Million
  • Q3 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 1,111 shares of IVV stock, worth $750,269. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,111
Previous 2,277 51.21%
Holding current value
$750,269
Previous $1.41 Million 47.42%
% of portfolio
0.2%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$620.67 - $670.08 $723,701 - $781,313
-1,166 Reduced 51.21%
1,111 $743,000
Q2 2025

Aug 04, 2025
SELL
$498.8 - $620.9 $8,978 - $11,176
-18 Reduced 0.78%
2,277 $1.41 Million
Q1 2025

Apr 17, 2025
SELL
$554.06 - $615.85 $127,433 - $141,645
-230 Reduced 9.11%
2,295 $1.29 Million
Q4 2024

Jan 21, 2025
BUY
$570.51 - $610.59 $6,846 - $7,327
12 Added 0.48%
2,525 $1.49 Million
Q3 2024

Oct 08, 2024
SELL
$520.18 - $576.82 $55,139 - $61,142
-106 Reduced 4.05%
2,513 $1.45 Million
Q2 2024

Jul 12, 2024
BUY
$497.53 - $549.64 $611,961 - $676,057
1,230 Added 88.55%
2,619 $1.43 Million
Q1 2024

May 03, 2024
SELL
$469.56 - $525.73 $618,880 - $692,912
-1,318 Reduced 48.69%
1,389 $730,000
Q4 2023

Jan 10, 2024
SELL
$412.55 - $479.0 $68,070 - $79,035
-165 Reduced 5.75%
2,707 $1.29 Million
Q3 2023

Oct 10, 2023
SELL
$427.76 - $460.18 $68,869 - $74,088
-161 Reduced 5.31%
2,872 $1.23 Million
Q2 2023

Aug 04, 2023
BUY
$406.17 - $445.71 $585,697 - $642,713
1,442 Added 90.63%
3,033 $1.35 Million
Q1 2023

Apr 12, 2023
SELL
$381.13 - $418.66 $11,052 - $12,141
-29 Reduced 1.79%
1,591 $654,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $33,354 - $40,179
-93 Reduced 5.43%
1,620 $581,000
Q2 2022

Aug 15, 2022
SELL
$366.99 - $458.8 $17,615 - $22,022
-48 Reduced 2.73%
1,713 $650,000
Q1 2022

Apr 26, 2022
BUY
$418.06 - $479.84 $41,387 - $47,504
99 Added 5.96%
1,761 $799,000
Q4 2021

Apr 21, 2022
BUY
$430.29 - $479.53 $193,200 - $215,308
449 Added 37.02%
1,662 $793,000
Q3 2021

Oct 26, 2021
BUY
$426.8 - $455.27 $5,121 - $5,463
12 Added 1.0%
1,213 $523,000
Q2 2021

Aug 02, 2021
BUY
$402.08 - $429.92 $29,753 - $31,814
74 Added 6.57%
1,201 $516,000
Q1 2021

Apr 28, 2021
SELL
$370.22 - $398.75 $41,094 - $44,261
-111 Reduced 8.97%
1,127 $448,000
Q4 2020

Jan 29, 2021
SELL
$327.62 - $375.39 $60,282 - $69,071
-184 Reduced 12.94%
1,238 $465,000
Q3 2020

Oct 27, 2020
SELL
$311.81 - $359.24 $48,642 - $56,041
-156 Reduced 9.89%
1,422 $478,000
Q2 2020

Aug 14, 2020
BUY
$246.8 - $324.4 $389,450 - $511,903
1,578 New
1,578 $489,000

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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