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

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 35,213 shares of IVV stock, worth $23.8 Million. This represents 13.66% of its overall portfolio holdings.

Number of Shares
35,213
Previous 34,289 2.69%
Holding current value
$23.8 Million
Previous $21.6 Billion 8.99%
% of portfolio
13.66%
Previous 13.81%

Shares

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

Oct 30, 2025
BUY
$620.67 - $670.08 $573,499 - $619,153
924 Added 2.69%
35,213 $23.6 Billion
Q2 2025

Oct 30, 2025
BUY
$498.8 - $620.9 $262,867 - $327,214
527 Added 1.56%
34,289 $21.6 Billion
Q1 2025

Oct 30, 2025
BUY
$554.06 - $615.85 $540,762 - $601,069
976 Added 2.98%
33,762 $19 Billion
Q4 2024

Oct 30, 2025
BUY
$570.51 - $610.59 $18.7 Million - $20 Million
32,786 New
32,786 $19.3 Billion
Q3 2024

Dec 15, 2025
BUY
$520.18 - $576.82 $812,521 - $900,992
1,562 Added 5.14%
31,937 $18.4 Billion
Q2 2024

Dec 15, 2025
BUY
$497.53 - $549.64 $1.06 Million - $1.17 Million
2,124 Added 7.52%
30,375 $16.9 Billion
Q1 2024

Dec 17, 2025
SELL
$469.56 - $525.73 $2.95 Million - $3.3 Million
-6,279 Reduced 17.83%
28,934 $15.2 Billion
Q4 2023

Dec 15, 2025
SELL
$412.55 - $479.0 $2.87 Million - $3.33 Million
-6,962 Reduced 19.77%
28,251 $13.5 Billion

Others Institutions Holding IVV

# of Institutions
4,136
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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