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

Vestwell Advisors, LLC

  • $280 Billion
  • Q3 2025

A detailed history of Vestwell Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Vestwell Advisors, LLC holds 98,366 shares of IVV stock, worth $66.4 Million. This represents 23.48% of its overall portfolio holdings.

Number of Shares
98,366
Previous 66,317 48.33%
Holding current value
$66.4 Million
Previous $41.2 Billion 59.89%
% of portfolio
23.48%
Previous 18.58%

Shares

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

Dec 05, 2025
BUY
$620.67 - $670.08 $19.9 Million - $21.5 Million
32,049 Added 48.33%
98,366 $65.8 Billion
Q2 2025

Sep 29, 2025
BUY
$498.8 - $620.9 $33.1 Million - $41.2 Million
66,317 New
66,317 $41.2 Billion

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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