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

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 293,424 shares of IVV stock, worth $198 Million. This represents 22.04% of its overall portfolio holdings.

Number of Shares
293,424
Previous 250,173 17.29%
Holding current value
$198 Million
Previous $141 Billion 29.6%
% of portfolio
22.04%
Previous 19.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$498.8 - $620.9 $21.6 Million - $26.9 Million
43,251 Added 17.29%
293,424 $182 Billion
Q1 2025

Apr 22, 2025
BUY
$554.06 - $615.85 $139 Million - $154 Million
250,173 New
250,173 $141 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 Form Wealth Advisors, LLC Portfolio

Follow Form Wealth 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 Form Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Form Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email