A detailed history of Arkadios Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 44,373 shares of IVV stock, worth $26.8 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
44,373
Previous 28,927 53.4%
Holding current value
$26.8 Million
Previous $15.8 Million 61.7%
% of portfolio
1.56%
Previous 1.13%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$520.18 - $576.82 $8.03 Million - $8.91 Million
15,446 Added 53.4%
44,373 $25.6 Million
Q2 2024

Jul 29, 2024

BUY
$497.53 - $549.64 $9.37 Million - $10.4 Million
18,832 Added 186.55%
28,927 $15.8 Million
Q1 2024

Apr 30, 2024

SELL
$469.56 - $525.73 $215,528 - $241,310
-459 Reduced 4.35%
10,095 $5.31 Million
Q4 2023

Jan 24, 2024

BUY
$412.55 - $479.0 $1.47 Million - $1.7 Million
3,559 Added 50.88%
10,554 $5.04 Million
Q3 2023

Oct 13, 2023

BUY
$427.76 - $460.18 $436,315 - $469,383
1,020 Added 17.07%
6,995 $3 Million
Q2 2023

Jul 26, 2023

SELL
$406.17 - $445.71 $179,527 - $197,003
-442 Reduced 6.89%
5,975 $2.66 Million
Q1 2023

May 02, 2023

BUY
$381.13 - $418.66 $50,309 - $55,263
132 Added 2.1%
6,417 $2.64 Million
Q4 2022

Jan 11, 2023

BUY
$357.98 - $409.32 $278,508 - $318,450
778 Added 14.13%
6,285 $0
Q3 2022

Oct 21, 2022

BUY
$358.65 - $432.04 $374,430 - $451,049
1,044 Added 23.39%
5,507 $1.98 Million
Q2 2022

Jul 14, 2022

SELL
$366.99 - $458.8 $482,224 - $602,863
-1,314 Reduced 22.75%
4,463 $1.69 Million
Q1 2022

May 02, 2022

SELL
$418.06 - $479.84 $228,678 - $262,472
-547 Reduced 8.65%
5,777 $2.62 Million
Q4 2021

Feb 03, 2022

BUY
$430.29 - $479.53 $392,424 - $437,331
912 Added 16.85%
6,324 $3.02 Million
Q3 2021

Oct 19, 2021

SELL
$426.8 - $455.27 $4.56 Million - $4.86 Million
-10,684 Reduced 66.38%
5,412 $2.33 Million
Q2 2021

Jul 28, 2021

BUY
$402.08 - $429.92 $90,870 - $97,161
226 Added 1.42%
16,096 $6.92 Million
Q1 2021

Apr 26, 2021

BUY
$370.22 - $398.75 $591,981 - $637,601
1,599 Added 11.2%
15,870 $6.31 Million
Q4 2020

Feb 09, 2021

BUY
$327.62 - $375.39 $4.24 Million - $4.86 Million
12,937 Added 969.79%
14,271 $5.36 Million
Q3 2020

Nov 10, 2020

SELL
$311.81 - $359.24 $2,494 - $2,873
-8 Reduced 0.6%
1,334 $465 Million
Q2 2020

Aug 10, 2020

SELL
$246.8 - $324.4 $62,440 - $82,073
-253 Reduced 15.86%
1,342 $430 Million
Q1 2020

May 14, 2020

BUY
$224.65 - $339.88 $173,654 - $262,727
773 Added 94.04%
1,595 $412 Million
Q4 2019

Feb 14, 2020

BUY
$289.63 - $324.32 $238,075 - $266,591
822 New
822 $265,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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