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

Monograph Wealth Advisors, LLC

$937 Million
Q3 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 55,517 shares of IVV stock, worth $37.5 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

55,517

Previous 4,837 1047.76%

Holding current value

$37.5 Million

Previous $3 Million 1137.33%

% of portfolio

3.96%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$620.67 - $670.08 $31.5 Million - $34 Million	50,680 Added 1047.76%	55,517 $37.2 Million
Q3 2024 Nov 14, 2024	BUY	$520.18 - $576.82 $1.77 Million - $1.96 Million	3,400 Added 236.6%	4,837 $2.79 Million
Q2 2023 Aug 11, 2023	SELL	$406.17 - $445.71 $23,557 - $25,851	-58 Reduced 3.88%	1,437 $640,000
Q1 2023 May 09, 2023	BUY	$381.13 - $418.66 $282,417 - $310,227	741 Added 98.28%	1,495 $614,000
Q4 2021 Feb 10, 2022	BUY	$430.29 - $479.53 $324,438 - $361,565	754 New	754 $360,000

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