New England Private Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

New England Private Wealth Advisors LLC

  • $727 Million
  • Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 7,071 shares of IVV stock, worth $4.78 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
7,071
Previous 7,061 0.14%
Holding current value
$4.78 Million
Previous $4.38 Million 7.94%
% of portfolio
0.65%
Previous 0.68%

Shares

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

Nov 12, 2025
BUY
$620.67 - $670.08 $6,206 - $6,700
10 Added 0.14%
7,071 $4.73 Million
Q2 2025

Aug 07, 2025
SELL
$498.8 - $620.9 $183,059 - $227,870
-367 Reduced 4.94%
7,061 $4.38 Million
Q1 2025

May 08, 2025
SELL
$554.06 - $615.85 $20,500 - $22,786
-37 Reduced 0.5%
7,428 $4.17 Million
Q4 2024

Feb 07, 2025
BUY
$570.51 - $610.59 $32,519 - $34,803
57 Added 0.77%
7,465 $4.39 Million
Q3 2024

Nov 07, 2024
BUY
$520.18 - $576.82 $4,161 - $4,614
8 Added 0.11%
7,408 $4.27 Million
Q2 2024

Aug 07, 2024
BUY
$497.53 - $549.64 $154,731 - $170,938
311 Added 4.39%
7,400 $4.05 Million
Q1 2024

May 08, 2024
BUY
$469.56 - $525.73 $3,756 - $4,205
8 Added 0.11%
7,089 $3.73 Million
Q4 2023

Feb 02, 2024
BUY
$412.55 - $479.0 $13,201 - $15,328
32 Added 0.45%
7,081 $3.38 Million
Q3 2023

Nov 07, 2023
BUY
$427.76 - $460.18 $2,566 - $2,761
6 Added 0.09%
7,049 $3.03 Million
Q2 2023

Aug 11, 2023
BUY
$406.17 - $445.71 $2,843 - $3,119
7 Added 0.1%
7,043 $3.14 Million
Q1 2023

May 04, 2023
BUY
$381.13 - $418.66 $6,098 - $6,698
16 Added 0.23%
7,036 $2.89 Million
Q4 2022

Feb 08, 2023
SELL
$357.98 - $409.32 $55,128 - $63,035
-154 Reduced 2.15%
7,020 $2.7 Million
Q3 2022

Nov 09, 2022
BUY
$358.65 - $432.04 $87,151 - $104,985
243 Added 3.51%
7,174 $2.58 Million
Q2 2022

Aug 11, 2022
SELL
$366.99 - $458.8 $1,100 - $1,376
-3 Reduced 0.04%
6,931 $3.15 Million
Q1 2022

May 06, 2022
BUY
$418.06 - $479.84 $20,903 - $23,992
50 Added 0.73%
6,934 $3.15 Million
Q4 2021

Feb 08, 2022
SELL
$430.29 - $479.53 $126,935 - $141,461
-295 Reduced 4.11%
6,884 $3.28 Million
Q3 2021

Nov 02, 2021
BUY
$426.8 - $455.27 $377,291 - $402,458
884 Added 14.04%
7,179 $3.09 Million
Q2 2021

Aug 12, 2021
BUY
$402.08 - $429.92 $497,775 - $532,240
1,238 Added 24.48%
6,295 $2.71 Million
Q1 2021

May 11, 2021
BUY
$370.22 - $398.75 $3,702 - $3,987
10 Added 0.2%
5,057 $2.01 Million
Q4 2020

Feb 16, 2021
SELL
$327.62 - $375.39 $13,432 - $15,390
-41 Reduced 0.81%
5,047 $1.9 Million
Q3 2020

Nov 12, 2020
SELL
$311.81 - $359.24 $75,146 - $86,576
-241 Reduced 4.52%
5,088 $1.71 Million
Q2 2020

Aug 06, 2020
SELL
$246.8 - $324.4 $159,679 - $209,886
-647 Reduced 10.83%
5,329 $1.66 Million
Q1 2020

May 08, 2020
SELL
$224.65 - $339.88 $165,567 - $250,491
-737 Reduced 10.98%
5,976 $1.55 Million
Q4 2019

Feb 11, 2020
BUY
$289.63 - $324.32 $382,890 - $428,751
1,322 Added 24.52%
6,713 $2.17 Million
Q3 2019

Nov 14, 2019
SELL
$285.57 - $303.77 $90,240 - $95,991
-316 Reduced 5.54%
5,391 $1.61 Million
Q2 2019

Aug 08, 2019
BUY
$276.38 - $296.02 $4,422 - $4,736
16 Added 0.28%
5,707 $1.68 Million
Q1 2019

May 02, 2019
BUY
$245.43 - $286.57 $3,190 - $3,725
13 Added 0.23%
5,691 $1.62 Million
Q4 2018

Feb 12, 2019
BUY
$236.09 - $293.95 $194,065 - $241,626
822 Added 16.93%
5,678 $1.43 Million
Q3 2018

Nov 13, 2018
BUY
$272.73 - $295.76 $3,000 - $3,253
11 Added 0.23%
4,856 $1.42 Million
Q2 2018

Aug 13, 2018
BUY
$259.21 - $280.89 $163,820 - $177,522
632 Added 15.0%
4,845 $1.32 Million
Q1 2018

May 04, 2018
BUY
$259.62 - $288.66 $93,722 - $104,206
361 Added 9.37%
4,213 $1.12 Million
Q4 2017

Feb 13, 2018
BUY
$253.97 - $271.47 $333,716 - $356,711
1,314 Added 51.77%
3,852 $1.03 Million
Q3 2017

Nov 09, 2017
BUY
$246.18 - $253.1 $624,804 - $642,367
2,538
2,538 $642,000

Others Institutions Holding IVV

# of Institutions
4,153
Shares Held
794M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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