Ivc Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,134 shares of SPY stock, worth $754,869. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,134
Previous 1,133 0.09%
Holding current value
$754,869
Previous $700,000 7.86%
% of portfolio
0.34%
Previous 0.34%

Shares

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

Oct 09, 2025
BUY
$617.65 - $666.84 $617 - $666
1 Added 0.09%
1,134 $755,000
Q2 2025

Jul 22, 2025
BUY
$496.48 - $617.85 $496 - $617
1 Added 0.09%
1,133 $700,000
Q4 2024

Jan 17, 2025
SELL
$567.81 - $607.81 $2,271 - $2,431
-4 Reduced 0.35%
1,132 $663,000
Q3 2024

Oct 24, 2024
BUY
$517.38 - $573.86 $517 - $573
1 Added 0.09%
1,136 $651,000
Q2 2024

Jul 16, 2024
BUY
$495.16 - $548.49 $1,485 - $1,645
3 Added 0.27%
1,135 $617,000
Q1 2024

Apr 19, 2024
BUY
$467.28 - $523.17 $18,691 - $20,926
40 Added 3.66%
1,132 $592,000
Q4 2023

Jan 10, 2024
SELL
$410.68 - $476.69 $16,427 - $19,067
-40 Reduced 3.53%
1,092 $519,000
Q1 2023

Apr 13, 2023
BUY
$379.5 - $416.78 $379 - $416
1 Added 0.09%
1,132 $463,000
Q2 2022

Jul 11, 2022
BUY
$365.86 - $456.8 $365 - $456
1 Added 0.09%
1,131 $427,000
Q4 2021

Jan 13, 2022
BUY
$428.64 - $477.48 $203,604 - $226,803
475 Added 72.52%
1,130 $537,000
Q2 2021

Jul 13, 2021
BUY
$400.61 - $428.06 $400 - $428
1 Added 0.15%
655 $280,000
Q1 2021

Apr 20, 2021
SELL
$368.79 - $397.26 $5,531 - $5,958
-15 Reduced 2.24%
654 $259,000
Q4 2020

Feb 01, 2021
BUY
$326.54 - $373.88 $218,455 - $250,125
669 New
669 $250,000

Others Institutions Holding SPY

# of Institutions
5,289
Shares Held
557M
Call Options Held
298M
Put Options Held
700M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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