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

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

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 10,560 shares of IVV stock, worth $6.37 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

10,560

Previous 8,516 24.0%

Holding current value

$6.37 Million

Previous $4.91 Million 26.55%

% of portfolio

1.29%

Previous 1.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,834

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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