Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,048 shares of IVV stock, worth $1.16 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

2,048

Previous 1,741 17.63%

Holding current value

$1.16 Million

Previous $1 Billion 20.07%

% of portfolio

1.0%

Previous 0.8%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $175,146 - $187,451	307 Added 17.63%	2,048 $1.21 Billion
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $1.65 Million - $1.82 Million	-3,163 Reduced 64.5%	1,741 $1 Billion
Q2 2024 Jan 27, 2025	SELL	$497.53 - $549.64 $9,950 - $10,992	-20 Reduced 1.09%	1,807 $989 Million
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $155,229 - $171,487	312 Added 6.79%	4,904 $2.68 Billion
Q1 2024 Jan 27, 2025	SELL	$469.56 - $525.73 $103,772 - $116,186	-221 Reduced 10.79%	1,827 $961 Million
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $593,993 - $665,048	1,265 Added 38.02%	4,592 $2.41 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $1.37 Million - $1.59 Million	3,327 New	3,327 $1.59 Billion

Others Institutions Holding IVV

# of Institutions

3,872

Shares Held

762M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Northwest Financial Advisors Ishares Core S&P 500 ETF Transaction History