Delap Wealth Advisory, LLC Ishares Core S&P 500 ETF Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,076 shares of IVV stock, worth $1.85 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

3,076

Previous 1,565 96.55%

Holding current value

$1.85 Million

Previous $903 Million 100.59%

% of portfolio

1.08%

Previous 0.57%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$570.51 - $610.59 $862,040 - $922,601	1,511 Added 96.55%	3,076 $1.81 Billion
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $2,600 - $2,884	-5 Reduced 0.32%	1,565 $903 Million
Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $27,364 - $30,230	-55 Reduced 3.38%	1,570 $859 Million
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $829,712 - $928,964	-1,767 Reduced 52.09%	1,625 $854 Million
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $684,007 - $794,182	1,658 Added 95.62%	3,392 $1.62 Billion
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $620,737 - $709,760	1,734 New	1,734 $666 Million

Others Institutions Holding IVV

# of Institutions

3,830

Shares Held

761M

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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Delap Wealth Advisory, LLC Ishares Core S&P 500 ETF Transaction History