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

Guardian Wealth Advisors, LLC

$156 Million
Q4 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 535 shares of IVV stock, worth $298,872. This represents 0.2% of its overall portfolio holdings.

Number of Shares

535

Previous 734 27.11%

Holding current value

$298,872

Previous $423,000 25.77%

% of portfolio

0.2%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $113,531 - $121,507	-199 Reduced 27.11%	535 $314,000
Q3 2024 Nov 07, 2024	BUY	$520.18 - $576.82 $22,367 - $24,803	43 Added 6.22%	734 $423,000
Q1 2024 Apr 26, 2024	BUY	$469.56 - $525.73 $7,512 - $8,411	16 Added 2.37%	691 $363,000
Q4 2023 Feb 08, 2024	BUY	$412.55 - $479.0 $278,471 - $323,325	675 New	675 $322,000
Q1 2023 May 03, 2023	BUY	$381.13 - $418.66 $2.05 Million - $2.26 Million	5,387 New	5,387 $2.21 Million
Q3 2022 Nov 09, 2022	BUY	$358.65 - $432.04 $3.58 Million - $4.31 Million	9,979 New	9,979 $3.58 Million
Q2 2021 Jul 28, 2021	SELL	$402.08 - $429.92 $15.1 Million - $16.1 Million	-37,526 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$370.22 - $398.75 $13.9 Million - $15 Million	37,526 New	37,526 $14.9 Million

Others Institutions Holding IVV

# of Institutions

3,862

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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