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

Delos Wealth Advisors, LLC

$139 Million
Q3 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 478 shares of IVV stock, worth $322,798. This represents 0.23% of its overall portfolio holdings.

Number of Shares

478

Previous 442 8.14%

Holding current value

$322,798

Previous $274,000 16.42%

% of portfolio

0.23%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$620.67 - $670.08 $22,344 - $24,122	36 Added 8.14%	478 $319,000
Q2 2025 Aug 19, 2025	BUY	$498.8 - $620.9 $7,482 - $9,313	15 Added 3.51%	442 $274,000
Q1 2025 May 12, 2025	SELL	$554.06 - $615.85 $1,662 - $1,847	-3 Reduced 0.7%	427 $239,000
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $3,423 - $3,663	6 Added 1.42%	430 $253,000
Q3 2024 Nov 15, 2024	BUY	$520.18 - $576.82 $3,121 - $3,460	6 Added 1.44%	424 $244,000

Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $5,472 - $6,046	11 Added 2.7%	418 $228,000
Q1 2024 May 09, 2024	BUY	$469.56 - $525.73 $54,468 - $60,984	116 Added 39.86%	407 $213,000
Q3 2023 Nov 15, 2023	SELL	$427.76 - $460.18 $16,682 - $17,947	-39 Reduced 11.82%	291 $124,000
Q1 2023 May 15, 2023	BUY	$381.13 - $418.66 $1,905 - $2,093	5 Added 1.54%	330 $135,000
Q4 2022 Feb 14, 2023	SELL	$357.98 - $409.32 $22,910 - $26,196	-64 Reduced 16.45%	325 $124,000
Q3 2022 Nov 15, 2022	SELL	$358.65 - $432.04 $6,814 - $8,208	-19 Reduced 4.66%	389 $140,000
Q2 2022 Aug 15, 2022	BUY	$366.99 - $458.8 $2,935 - $3,670	8 Added 2.0%	408 $155,000
Q1 2022 May 16, 2022	BUY	$418.06 - $479.84 $53,929 - $61,899	129 Added 47.6%	400 $181,000
Q3 2021 Nov 12, 2021	BUY	$426.8 - $455.27 $115,662 - $123,378	271 New	271 $117,000

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