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

Midland Wealth Advisors LLC

$1.87 Trillion
Q3 2025

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 469,011 shares of IVV stock, worth $317 Million. This represents 16.79% of its overall portfolio holdings.

Number of Shares

469,011

Previous 362,926 29.23%

Holding current value

$317 Million

Previous $225 Billion 39.3%

% of portfolio

16.79%

Previous 12.45%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$620.67 - $670.08 $65.8 Million - $71.1 Million	106,085 Added 29.23%	469,011 $314 Billion
Q2 2025 Aug 07, 2025	BUY	$498.8 - $620.9 $4.09 Million - $5.09 Million	8,205 Added 2.31%	362,926 $225 Billion
Q1 2025 Apr 14, 2025	SELL	$554.06 - $615.85 $6.05 Million - $6.72 Million	-10,918 Reduced 2.99%	354,721 $199 Billion
Q4 2024 Feb 07, 2025	BUY	$570.51 - $610.59 $394,222 - $421,917	691 Added 0.19%	365,639 $215 Billion
Q3 2024 Oct 23, 2024	SELL	$520.18 - $576.82 $9.21 Million - $10.2 Million	-17,709 Reduced 4.63%	364,948 $211 Billion

Q2 2024 Aug 01, 2024	SELL	$497.53 - $549.64 $2.29 Million - $2.53 Million	-4,600 Reduced 1.19%	382,657 $209 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $5.07 Million - $5.68 Million	10,802 Added 2.87%	387,257 $204 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $155 Million - $180 Million	376,455 New	376,455 $180 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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Midland Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History