Robinson Smith Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Robinson Smith Wealth Advisors LLC

$139 Billion
Q3 2025

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 407 shares of IVV stock, worth $274,851. This represents 0.2% of its overall portfolio holdings.

Number of Shares

407

Previous 448 9.15%

Holding current value

$274,851

Previous $278 Million 2.08%

% of portfolio

0.2%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$620.67 - $670.08 $25,447 - $27,473	-41 Reduced 9.15%	407 $272 Million
Q2 2025 Aug 05, 2025	SELL	$498.8 - $620.9 $46,388 - $57,743	-93 Reduced 17.19%	448 $278 Million
Q1 2025 May 12, 2025	BUY	$554.06 - $615.85 $57,622 - $64,048	104 Added 23.8%	541 $304 Million
Q4 2024 Feb 10, 2025	BUY	$570.51 - $610.59 $249,312 - $266,827	437 New	437 $257 Million
Q2 2024 Jul 30, 2024	BUY	$497.53 - $549.64 $248,267 - $274,270	499 Added 112.9%	941 $515 Million

Q1 2024 Apr 25, 2024	SELL	$469.56 - $525.73 $235,249 - $263,390	-501 Reduced 53.13%	442 $232 Million
Q4 2023 Feb 12, 2024	BUY	$412.55 - $479.0 $389,034 - $451,697	943 New	943 $450 Million

Others Institutions Holding IVV

# of Institutions

4,137

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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Robinson Smith Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History