Blue Zone Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Blue Zone Wealth Advisors, LLC

$461 Million
Q3 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 590 shares of IVV stock, worth $398,432. This represents 0.09% of its overall portfolio holdings.

Number of Shares

590

Previous 548 7.66%

Holding current value

$398,432

Previous $340,000 15.88%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$620.67 - $670.08 $26,068 - $28,143	42 Added 7.66%	590 $394,000
Q2 2025 Jul 24, 2025	BUY	$498.8 - $620.9 $30,925 - $38,495	62 Added 12.76%	548 $340,000
Q1 2025 Apr 11, 2025	SELL	$554.06 - $615.85 $30,473 - $33,871	-55 Reduced 10.17%	486 $271,000
Q4 2024 Jan 30, 2025	SELL	$570.51 - $610.59 $8,557 - $9,158	-15 Reduced 2.7%	541 $318,000
Q3 2024 Oct 07, 2024	BUY	$520.18 - $576.82 $88,950 - $98,636	171 Added 44.42%	556 $320,000

Q2 2024 Jul 12, 2024	SELL	$497.53 - $549.64 $75,624 - $83,545	-152 Reduced 28.31%	385 $210,000
Q1 2024 Apr 17, 2024	BUY	$469.56 - $525.73 $252,153 - $282,317	537 New	537 $282,000

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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Blue Zone Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History