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
4,139
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
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