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

Invera Wealth Advisors, LLC

  • $146 Million
  • Q4 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 1,359 shares of IVV stock, worth $917,746. This represents 0.63% of its overall portfolio holdings.

Number of Shares
1,359
Previous 1,518 10.47%
Holding current value
$917,746
Previous $1.02 Million 9.66%
% of portfolio
0.63%
Previous 0.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$656.2 - $690.71 $104,335 - $109,822
-159 Reduced 10.47%
1,359 $917,000
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
4,172
Shares Held
796M
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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