Allium Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025

A detailed history of Allium Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 15,787 shares of IVV stock, worth $10.7 Million. This represents 8.74% of its overall portfolio holdings.

Number of Shares
15,787
Previous 14,771 6.88%
Holding current value
$10.7 Million
Previous $9.17 Billion 15.21%
% of portfolio
8.74%
Previous 6.73%

Shares

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

Nov 14, 2025
BUY
$620.67 - $670.08 $630,600 - $680,801
1,016 Added 6.88%
15,787 $10.6 Billion
Q2 2025

Aug 13, 2025
SELL
$498.8 - $620.9 $8,479 - $10,555
-17 Reduced 0.11%
14,771 $9.17 Billion
Q1 2025

May 07, 2025
BUY
$554.06 - $615.85 $8.19 Million - $9.11 Million
14,788 New
14,788 $8.31 Billion

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

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