Lifelong Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Lifelong Wealth Advisors, Inc.

$336 Billion
Q3 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 5,746 shares of IVV stock, worth $3.88 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

5,746

Previous 5,671 1.32%

Holding current value

$3.88 Million

Previous $3.52 Billion 9.22%

% of portfolio

1.14%

Previous 1.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$620.67 - $670.08 $46,550 - $50,256	75 Added 1.32%	5,746 $3.85 Billion
Q2 2025 Jul 09, 2025	BUY	$498.8 - $620.9 $87,788 - $109,278	176 Added 3.2%	5,671 $3.52 Billion
Q1 2025 Apr 23, 2025	SELL	$554.06 - $615.85 $15,513 - $17,243	-28 Reduced 0.51%	5,495 $3.09 Billion
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $3.15 Million - $3.37 Million	5,523 New	5,523 $3.25 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Lifelong Wealth Advisors, Inc. Ishares Core S&P 500 ETF Transaction History