Heritage Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 600,566 shares of IVV stock, worth $336 Million. This represents 18.12% of its overall portfolio holdings.

Number of Shares
600,566
Previous 635,965 5.57%
Holding current value
$336 Million
Previous $367 Million 3.62%
% of portfolio
18.12%
Previous 17.8%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$570.51 - $610.59 $20.2 Million - $21.6 Million
-35,399 Reduced 5.57%
600,566 $354 Million
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $4.73 Million - $5.24 Million
-9,087 Reduced 1.41%
635,965 $367 Million
Q2 2024

Dec 12, 2024
SELL
$497.53 - $549.64 $6.1 Million - $6.74 Million
-12,265 Reduced 1.87%
645,052 $353 Million
Q2 2024

Aug 05, 2024
SELL
$497.53 - $549.64 $6.13 Million - $6.77 Million
-12,323 Reduced 1.87%
645,052 $353 Million
Q1 2024

Dec 12, 2024
SELL
$469.56 - $525.73 $8.74 Million - $9.79 Million
-18,617 Reduced 2.75%
657,317 $346 Million
Q1 2024

May 08, 2024
SELL
$469.56 - $525.73 $8.74 Million - $9.79 Million
-18,617 Reduced 2.75%
657,375 $346 Million
Q4 2023

Dec 12, 2024
SELL
$412.55 - $479.0 $4.38 Million - $5.09 Million
-10,627 Reduced 1.55%
675,934 $323 Million
Q4 2023

Feb 09, 2024
SELL
$412.55 - $479.0 $4.36 Million - $5.06 Million
-10,569 Reduced 1.54%
675,992 $323 Million
Q3 2023

Dec 12, 2024
SELL
$427.76 - $460.18 $8.39 Million - $9.03 Million
-19,624 Reduced 2.78%
686,561 $295 Million
Q3 2023

Nov 08, 2023
SELL
$427.76 - $460.18 $8.39 Million - $9.03 Million
-19,624 Reduced 2.78%
686,561 $295 Million
Q2 2023

Dec 12, 2024
BUY
$406.17 - $445.71 $28.5 Million - $31.3 Million
70,220 Added 11.04%
706,185 $315 Million
Q2 2023

Aug 09, 2023
SELL
$406.17 - $445.71 $8.34 Million - $9.15 Million
-20,524 Reduced 2.82%
706,185 $315 Million
Q1 2023

May 04, 2023
SELL
$381.13 - $418.66 $18.2 Million - $20 Million
-47,678 Reduced 6.16%
726,709 $299 Million
Q4 2022

Dec 12, 2024
SELL
$357.98 - $409.32 $3.1 Million - $3.54 Million
-8,660 Reduced 1.11%
774,387 $298 Million
Q4 2022

Feb 06, 2023
SELL
$357.98 - $409.32 $3.1 Million - $3.54 Million
-8,660 Reduced 1.11%
774,387 $298 Million
Q3 2022

Dec 12, 2024
BUY
$358.65 - $432.04 $52.8 Million - $63.5 Million
147,082 Added 23.13%
783,047 $281 Million
Q3 2022

Nov 10, 2022
SELL
$358.65 - $432.04 $5.39 Million - $6.5 Million
-15,038 Reduced 1.88%
783,047 $281 Million
Q2 2022

Aug 04, 2022
SELL
$366.99 - $458.8 $203 Million - $254 Million
-554,273 Reduced 40.99%
798,085 $303 Million
Q1 2022

May 11, 2022
SELL
$418.06 - $479.84 $38.1 Million - $43.7 Million
-91,033 Reduced 6.31%
1,352,358 $614 Million
Q4 2021

Feb 02, 2022
SELL
$430.29 - $479.53 $1.64 Million - $1.83 Million
-3,822 Reduced 0.26%
1,443,391 $688 Million
Q3 2021

Nov 02, 2021
SELL
$426.8 - $455.27 $1.07 Million - $1.14 Million
-2,499 Reduced 0.17%
1,447,213 $623 Million
Q2 2021

Aug 09, 2021
SELL
$402.08 - $429.92 $207 Million - $222 Million
-515,370 Reduced 26.23%
1,449,712 $623 Million
Q2 2021

Jul 27, 2021
BUY
$402.08 - $429.92 $20 Million - $21.4 Million
49,781 Added 2.6%
1,965,082 $738 Million
Q1 2021

Apr 27, 2021
SELL
$370.22 - $398.75 $18.4 Million - $19.9 Million
-49,781 Reduced 2.53%
1,915,301 $762 Million
Q4 2020

Feb 01, 2021
BUY
$327.62 - $375.39 $418 Million - $478 Million
1,274,421 Added 184.52%
1,965,082 $738 Million
Q3 2020

Nov 03, 2020
SELL
$311.81 - $359.24 $2.59 Million - $2.99 Million
-8,318 Reduced 1.19%
690,661 $232 Million
Q2 2020

Jul 17, 2020
BUY
$246.8 - $324.4 $167 Million - $220 Million
677,271 Added 3119.91%
698,979 $216 Million
Q2 2020

Jul 17, 2020
SELL
$246.8 - $324.4 $150 Million - $197 Million
-607,545 Reduced 96.55%
21,708 $216 Million
Q1 2020

May 05, 2020
BUY
$224.65 - $339.88 $1.24 Million - $1.88 Million
5,539 Added 0.89%
629,253 $163 Million
Q4 2019

Feb 04, 2020
SELL
$289.63 - $324.32 $299,767 - $335,671
-1,035 Reduced 0.17%
623,714 $202 Million
Q3 2019

Oct 30, 2019
BUY
$285.57 - $303.77 $442,062 - $470,235
1,548 Added 0.25%
624,749 $187 Million
Q2 2019

Aug 05, 2019
SELL
$276.38 - $296.02 $1.27 Million - $1.36 Million
-4,606 Reduced 0.73%
623,201 $0
Q1 2019

May 06, 2019
SELL
$245.43 - $286.57 $268,500 - $313,507
-1,094 Reduced 0.17%
627,807 $0
Q4 2018

Jan 28, 2019
SELL
$236.09 - $293.95 $7.84 Million - $9.76 Million
-33,210 Reduced 5.02%
628,901 $158 Million
Q3 2018

Nov 14, 2018
BUY
$272.73 - $295.76 $120 Million - $130 Million
440,644 Added 198.97%
662,111 $194 Million
Q2 2018

Jul 19, 2018
BUY
$259.21 - $280.89 $3.72 Million - $4.03 Million
14,356 Added 6.93%
221,467 $60.5 Million
Q1 2018

May 10, 2018
BUY
$259.62 - $288.66 $2.76 Million - $3.06 Million
10,617 Added 5.4%
207,111 $55 Million
Q4 2017

Feb 02, 2018
SELL
$253.97 - $271.47 $955,943 - $1.02 Million
-3,764 Reduced 1.88%
196,494 $52.8 Million
Q3 2017

Nov 07, 2017
BUY
$246.18 - $253.1 $49.3 Million - $50.7 Million
200,258
200,258 $50.7 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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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