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

Long Run Wealth Advisors, LLC

$411 Million
Q4 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 1,582 shares of IVV stock, worth $956,572. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,582

Previous 2,460 35.69%

Holding current value

$956,572

Previous $1.42 Million 34.34%

% of portfolio

0.23%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $500,907 - $536,098	-878 Reduced 35.69%	1,582 $931,000
Q3 2024 Oct 30, 2024	BUY	$520.18 - $576.82 $203,390 - $225,536	391 Added 18.9%	2,460 $1.42 Million
Q2 2024 Jul 19, 2024	BUY	$497.53 - $549.64 $363,694 - $401,786	731 Added 54.63%	2,069 $1.13 Million
Q4 2023 Jan 10, 2024	BUY	$412.55 - $479.0 $348,192 - $404,276	844 Added 170.85%	1,338 $639,000
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $2,566 - $2,761	6 Added 1.23%	494 $212,000
Q1 2023 Apr 21, 2023	BUY	$381.13 - $418.66 $185,991 - $204,306	488 New	488 $200,000
Q2 2022 Jul 19, 2022	SELL	$366.99 - $458.8 $1,100 - $1,376	-3 Reduced 0.48%	619 $235,000
Q1 2022 Apr 27, 2022	BUY	$418.06 - $479.84 $1,254 - $1,439	3 Added 0.48%	622 $281,000
Q4 2021 Jan 21, 2022	BUY	$430.29 - $479.53 $266,349 - $296,829	619 New	619 $295,000

Others Institutions Holding IVV

# of Institutions

3,569

Shares Held

696M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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