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

Wealthedge Investment Advisors, LLC

$264 Billion
Q3 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 12,212 shares of IVV stock, worth $8.25 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

12,212

Previous 12,217 0.04%

Holding current value

$8.25 Million

Previous $7.59 Billion 7.75%

% of portfolio

3.09%

Previous 3.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$620.67 - $670.08 $3,103 - $3,350	-5 Reduced 0.04%	12,212 $8.17 Billion
Q2 2025 Aug 13, 2025	BUY	$498.8 - $620.9 $50,378 - $62,710	101 Added 0.83%	12,217 $7.59 Billion
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $19,946 - $22,170	-36 Reduced 0.3%	12,116 $6.81 Billion
Q4 2024 Mar 12, 2025	BUY	$570.51 - $610.59 $6.93 Million - $7.42 Million	12,152 New	12,152 $7.15 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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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