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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 24,681 shares of IVV stock, worth $16.7 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
24,681
Previous 25,018 1.35%
Holding current value
$16.7 Million
Previous $16.7 Million 0.46%
% of portfolio
2.76%
Previous 2.96%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$656.2 - $690.71 $221,139 - $232,769
-337 Reduced 1.35%
24,681 $16.7 Million
Q3 2025

Oct 09, 2025
SELL
$620.67 - $670.08 $230,889 - $249,269
-372 Reduced 1.47%
25,018 $16.7 Million
Q2 2025

Jul 07, 2025
BUY
$498.8 - $620.9 $511,270 - $636,422
1,025 Added 4.21%
25,390 $15.8 Million
Q1 2025

Apr 30, 2025
BUY
$554.06 - $615.85 $7.65 Million - $8.5 Million
13,805 Added 130.73%
24,365 $13.7 Million
Q4 2024

Jan 17, 2025
BUY
$570.51 - $610.59 $1.17 Million - $1.25 Million
2,044 Added 24.0%
10,560 $6.22 Million
Q3 2024

Oct 24, 2024
SELL
$520.18 - $576.82 $54,098 - $59,989
-104 Reduced 1.21%
8,516 $4.91 Million
Q2 2024

Jul 18, 2024
SELL
$497.53 - $549.64 $320,409 - $353,968
-644 Reduced 6.95%
8,620 $4.72 Million
Q1 2024

Apr 15, 2024
BUY
$469.56 - $525.73 $273,753 - $306,500
583 Added 6.72%
9,264 $4.87 Million
Q4 2023

Jan 10, 2024
SELL
$412.55 - $479.0 $221,951 - $257,702
-538 Reduced 5.84%
8,681 $4.15 Million
Q3 2023

Oct 05, 2023
SELL
$427.76 - $460.18 $150,571 - $161,983
-352 Reduced 3.68%
9,219 $3.96 Million
Q2 2023

Jul 13, 2023
SELL
$406.17 - $445.71 $190,493 - $209,037
-469 Reduced 4.67%
9,571 $4.27 Million
Q1 2023

Apr 06, 2023
SELL
$381.13 - $418.66 $2,286 - $2,511
-6 Reduced 0.06%
10,040 $4.13 Million
Q4 2022

Jan 20, 2023
SELL
$357.98 - $409.32 $59,782 - $68,356
-167 Reduced 1.64%
10,046 $0
Q3 2022

Oct 17, 2022
SELL
$358.65 - $432.04 $125,527 - $151,214
-350 Reduced 3.31%
10,213 $3.66 Million
Q2 2022

Jul 21, 2022
SELL
$366.99 - $458.8 $4,036 - $5,046
-11 Reduced 0.1%
10,563 $4.01 Million
Q1 2022

Apr 21, 2022
SELL
$418.06 - $479.84 $357,023 - $409,783
-854 Reduced 7.47%
10,574 $4.8 Million
Q4 2021

Jan 25, 2022
SELL
$430.29 - $479.53 $110,584 - $123,239
-257 Reduced 2.2%
11,428 $5.45 Million
Q3 2021

Oct 21, 2021
SELL
$426.8 - $455.27 $291,931 - $311,404
-684 Reduced 5.53%
11,685 $5.03 Million
Q2 2021

Aug 02, 2021
SELL
$402.08 - $429.92 $68,353 - $73,086
-170 Reduced 1.36%
12,369 $5.32 Million
Q1 2021

Apr 28, 2021
SELL
$370.22 - $398.75 $228,795 - $246,427
-618 Reduced 4.7%
12,539 $4.99 Million
Q4 2020

Jan 25, 2021
SELL
$327.62 - $375.39 $318,774 - $365,254
-973 Reduced 6.89%
13,157 $4.94 Million
Q3 2020

Oct 20, 2020
SELL
$311.81 - $359.24 $139,690 - $160,939
-448 Reduced 3.07%
14,130 $4.75 Million
Q2 2020

Jul 20, 2020
SELL
$246.8 - $324.4 $95,758 - $125,867
-388 Reduced 2.59%
14,578 $4.52 Million
Q1 2020

Apr 21, 2020
SELL
$224.65 - $339.88 $946,899 - $1.43 Million
-4,215 Reduced 21.97%
14,966 $3.87 Million
Q4 2019

Jan 23, 2020
SELL
$289.63 - $324.32 $183,335 - $205,294
-633 Reduced 3.19%
19,181 $6.2 Million
Q3 2019

Oct 17, 2019
SELL
$285.57 - $303.77 $31,412 - $33,414
-110 Reduced 0.55%
19,814 $5.92 Million
Q2 2019

Jul 15, 2019
BUY
$276.38 - $296.02 $32,336 - $34,634
117 Added 0.59%
19,924 $5.87 Million
Q1 2019

Apr 16, 2019
SELL
$245.43 - $286.57 $549,272 - $641,343
-2,238 Reduced 10.15%
19,807 $5.79 Million
Q4 2018

Jan 29, 2019
SELL
$236.09 - $293.95 $1.3 Million - $1.62 Million
-5,525 Reduced 20.04%
22,045 $5.55 Million
Q3 2018

Oct 17, 2018
SELL
$272.73 - $295.76 $406,913 - $441,273
-1,492 Reduced 5.13%
27,570 $8.07 Million
Q2 2018

Jul 18, 2018
SELL
$259.21 - $280.89 $724,491 - $785,087
-2,795 Reduced 8.77%
29,062 $7.94 Million
Q1 2018

Apr 20, 2018
SELL
$259.62 - $288.66 $23.6 Million - $26.3 Million
-91,010 Reduced 74.07%
31,857 $8.45 Million
Q4 2017

Mar 19, 2018
BUY
$253.97 - $271.47 $31.2 Million - $33.4 Million
122,867
122,867 $33 Million

Others Institutions Holding IVV

# of Institutions
4,196
Shares Held
797M
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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