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

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 31,111 shares of IVV stock, worth $21 Million. This represents 12.1% of its overall portfolio holdings.

Number of Shares
31,111
Previous 29,543 5.31%
Holding current value
$21 Million
Previous $18.3 Billion 13.52%
% of portfolio
12.1%
Previous 11.77%

Shares

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

Oct 24, 2025
BUY
$620.67 - $670.08 $973,210 - $1.05 Million
1,568 Added 5.31%
31,111 $20.8 Billion
Q2 2025

Jul 15, 2025
BUY
$498.8 - $620.9 $561,648 - $699,133
1,126 Added 3.96%
29,543 $18.3 Billion
Q1 2025

Apr 23, 2025
BUY
$554.06 - $615.85 $606,695 - $674,355
1,095 Added 4.01%
28,417 $16 Billion
Q4 2024

Feb 14, 2025
BUY
$570.51 - $610.59 $15.6 Million - $16.7 Million
27,322 New
27,322 $16.1 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

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