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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 5,691 shares of IVV stock, worth $3.84 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
5,691
Previous 4,980 14.28%
Holding current value
$3.84 Million
Previous $3.09 Million 23.16%
% of portfolio
0.62%
Previous 0.57%

Shares

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

Oct 03, 2025
BUY
$620.67 - $670.08 $441,296 - $476,426
711 Added 14.28%
5,691 $3.81 Million
Q2 2025

Sep 29, 2025
SELL
$498.8 - $620.9 $4,988 - $6,209
-10 Reduced 0.2%
4,980 $3.09 Million
Q1 2025

May 14, 2025
SELL
$554.06 - $615.85 $110,811 - $123,170
-200 Reduced 3.85%
4,990 $2.8 Million
Q4 2024

Feb 13, 2025
SELL
$570.51 - $610.59 $1,711 - $1,831
-3 Reduced 0.06%
5,190 $3.06 Million
Q3 2024

Nov 13, 2024
BUY
$520.18 - $576.82 $42,654 - $47,299
82 Added 1.6%
5,193 $3 Million
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $9,453 - $10,443
-19 Reduced 0.37%
5,111 $2.8 Million
Q1 2024

May 02, 2024
SELL
$469.56 - $525.73 $311,318 - $348,558
-663 Reduced 11.44%
5,130 $2.7 Million
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $146,721 - $157,841
-343 Reduced 5.59%
5,793 $2.49 Million
Q2 2023

Jul 12, 2023
BUY
$406.17 - $445.71 $17,059 - $18,719
42 Added 0.69%
6,136 $2.73 Million
Q1 2023

Apr 10, 2023
BUY
$381.13 - $418.66 $101,761 - $111,782
267 Added 4.58%
6,094 $2.51 Million
Q4 2022

Jan 17, 2023
BUY
$357.98 - $409.32 $1.77 Million - $2.02 Million
4,937 Added 554.72%
5,827 $0
Q3 2022

Oct 28, 2022
SELL
$358.65 - $432.04 $68,860 - $82,951
-192 Reduced 17.74%
890 $340,000
Q2 2022

Jul 26, 2022
BUY
$366.99 - $458.8 $1,100 - $1,376
3 Added 0.28%
1,082 $430,000
Q1 2022

May 06, 2022
SELL
$418.06 - $479.84 $169,732 - $194,815
-406 Reduced 27.34%
1,079 $490,000
Q4 2021

Jan 12, 2022
SELL
$430.29 - $479.53 $24,956 - $27,812
-58 Reduced 3.76%
1,485 $712,000
Q3 2021

Nov 05, 2021
SELL
$426.8 - $455.27 $26,461 - $28,226
-62 Reduced 3.86%
1,543 $665,000
Q2 2021

Aug 09, 2021
SELL
$402.08 - $429.92 $41,414 - $44,281
-103 Reduced 6.03%
1,605 $690,000
Q1 2021

Apr 23, 2021
SELL
$370.22 - $398.75 $98,478 - $106,067
-266 Reduced 13.48%
1,708 $641,000
Q4 2020

Jan 11, 2021
BUY
$327.62 - $375.39 $61,920 - $70,948
189 Added 10.59%
1,974 $663,000
Q3 2020

Nov 09, 2020
SELL
$311.81 - $359.24 $239,781 - $276,255
-769 Reduced 30.11%
1,785 $591,000
Q2 2020

Jul 16, 2020
SELL
$246.8 - $324.4 $37,760 - $49,633
-153 Reduced 5.65%
2,554 $810,000
Q1 2020

Apr 29, 2020
BUY
$224.65 - $339.88 $154,334 - $233,497
687 Added 34.01%
2,707 $720,000
Q4 2019

Jan 28, 2020
SELL
$289.63 - $324.32 $24,328 - $27,242
-84 Reduced 3.99%
2,020 $656,000
Q3 2019

Nov 05, 2019
SELL
$285.57 - $303.77 $95,094 - $101,155
-333 Reduced 13.66%
2,104 $627,000
Q2 2019

Jul 16, 2019
SELL
$276.38 - $296.02 $552 - $592
-2 Reduced 0.08%
2,437 $718,000
Q1 2019

May 01, 2019
SELL
$245.43 - $286.57 $4,663 - $5,444
-19 Reduced 0.77%
2,439 $704,000
Q4 2018

Feb 01, 2019
SELL
$236.09 - $293.95 $178,484 - $222,226
-756 Reduced 23.52%
2,458 $618,000
Q3 2018

Oct 22, 2018
BUY
$272.73 - $295.76 $99,000 - $107,360
363 Added 12.73%
3,214 $888,000
Q1 2018

Apr 09, 2018
BUY
$259.62 - $288.66 $740,176 - $822,969
2,851 New
2,851 $757,000
Q1 2018

Apr 06, 2018
SELL
$259.62 - $288.66 $698,118 - $776,206
-2,689 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
$253.97 - $271.47 $276,319 - $295,359
1,088 Added 67.96%
2,689 $723,000
Q3 2017

Nov 06, 2017
BUY
$246.18 - $253.1 $37,665 - $38,724
153 Added 10.57%
1,601 $405,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,448
1,448 $352,000

Others Institutions Holding IVV

# of Institutions
4,136
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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