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

Genesis Wealth Advisors, LLC

  • $142 Billion
  • Q3 2025

A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 13,721 shares of IVV stock, worth $9.27 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares
13,721
Previous 13,815 0.68%
Holding current value
$9.27 Million
Previous $8.58 Billion 7.06%
% of portfolio
6.47%
Previous 6.44%

Shares

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

Oct 27, 2025
SELL
$620.67 - $670.08 $58,342 - $62,987
-94 Reduced 0.68%
13,721 $9.18 Billion
Q2 2025

Jul 15, 2025
SELL
$498.8 - $620.9 $58,858 - $73,266
-118 Reduced 0.85%
13,815 $8.58 Billion
Q1 2025

May 05, 2025
BUY
$554.06 - $615.85 $171,204 - $190,297
309 Added 2.27%
13,933 $7.83 Billion
Q4 2024

Feb 04, 2025
BUY
$570.51 - $610.59 $7.77 Million - $8.32 Million
13,624 New
13,624 $8.02 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
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