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

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

A detailed history of Edge Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Edge Financial Advisors LLC holds 6,022 shares of IVV stock, worth $4.07 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
6,022
Previous 8,111 25.76%
Holding current value
$4.07 Million
Previous $5.03 Billion 19.94%
% of portfolio
1.81%
Previous 2.65%

Shares

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

Oct 31, 2025
SELL
$620.67 - $670.08 $1.3 Million - $1.4 Million
-2,089 Reduced 25.76%
6,022 $4.03 Billion
Q2 2025

Jul 23, 2025
SELL
$498.8 - $620.9 $513,764 - $639,527
-1,030 Reduced 11.27%
8,111 $5.03 Billion
Q1 2025

Apr 17, 2025
BUY
$554.06 - $615.85 $5.06 Million - $5.63 Million
9,141 New
9,141 $5.14 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
Track This Portfolio

Track Edge Financial Advisors LLC Portfolio

Follow Edge Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email