Vestia Personal Wealth Advisors Ishares Core S&P 500 ETF Transaction History

Vestia Personal Wealth Advisors

$173 Billion
Q3 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 895 shares of IVV stock, worth $604,402. This represents 0.35% of its overall portfolio holdings.

Number of Shares

895

Previous 888 0.79%

Holding current value

$604,402

Previous $552 Million 8.59%

% of portfolio

0.35%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$620.67 - $670.08 $4,344 - $4,690	7 Added 0.79%	895 $599 Million
Q2 2025 Jul 16, 2025	SELL	$498.8 - $620.9 $7,980 - $9,934	-16 Reduced 1.77%	888 $552 Million
Q1 2025 Apr 30, 2025	BUY	$554.06 - $615.85 $14,405 - $16,012	26 Added 2.96%	904 $508 Million
Q4 2024 Jan 27, 2025	SELL	$570.51 - $610.59 $9,698 - $10,380	-17 Reduced 1.9%	878 $517 Million
Q3 2024 Nov 04, 2024	BUY	$520.18 - $576.82 $3,121 - $3,460	6 Added 0.67%	895 $516 Million

Q2 2024 Aug 09, 2024	BUY	$497.53 - $549.64 $442,304 - $488,629	889 New	889 $487 Million

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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Vestia Personal Wealth Advisors Ishares Core S&P 500 ETF Transaction History