Elevate Wealth Advisory, Inc Ishares Core S&P 500 ETF Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 171 shares of IVV stock, worth $115,478. This represents 0.08% of its overall portfolio holdings.

Number of Shares
171
Previous 298 42.62%
Holding current value
$115,478
Previous $185 Million 38.14%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Oct 24, 2025
SELL
$620.67 - $670.08 $78,825 - $85,100
-127 Reduced 42.62%
171 $114 Million
Q2 2025

Jul 23, 2025
BUY
$498.8 - $620.9 $63,347 - $78,854
127 Added 74.27%
298 $185 Million
Q4 2023

Feb 14, 2024
BUY
$412.55 - $479.0 $70,546 - $81,909
171 New
171 $81.7 Million

Others Institutions Holding IVV

# of Institutions
4,140
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 Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc 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 Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email