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

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 1,518 shares of IVV stock, worth $1.03 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
1,518
Previous 1,512 0.4%
Holding current value
$1.03 Million
Previous $938,000 8.21%
% of portfolio
0.67%
Previous 0.65%

Shares

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

Oct 29, 2025
BUY
$620.67 - $670.08 $3,724 - $4,020
6 Added 0.4%
1,518 $1.02 Million
Q2 2025

Oct 29, 2025
SELL
$498.8 - $620.9 $1.03 Million - $1.28 Million
-2,067 Reduced 57.75%
1,512 $938,000
Q1 2025

Oct 29, 2025
BUY
$554.06 - $615.85 $1.98 Million - $2.2 Million
3,579 New
3,579 $2.01 Million
Q4 2023

Apr 22, 2024
BUY
$412.55 - $479.0 $581,695 - $675,390
1,410 New
1,410 $673 Million
Q4 2023

Jan 16, 2024
BUY
$412.55 - $479.0 $581,695 - $675,390
1,410 New
1,410 $673,000

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
Track This Portfolio

Track Invera Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email