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

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 10 shares of IVV stock, worth $6,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10
Holding current value
$6,753
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$656.2 - $690.71 $6,562 - $6,907
10 New
10 $6,000
Q4 2022

Jan 10, 2023
SELL
$357.98 - $409.32 $39,019 - $44,615
-109 Reduced 17.33%
520 $0
Q3 2022

Oct 11, 2022
BUY
$358.65 - $432.04 $39,092 - $47,092
109 Added 20.96%
629 $226,000
Q1 2022

Apr 18, 2022
SELL
$418.06 - $479.84 $28,010 - $32,149
-67 Reduced 11.41%
520 $236,000
Q3 2021

Oct 13, 2021
BUY
$426.8 - $455.27 $28,595 - $30,503
67 Added 12.88%
587 $253,000
Q4 2020

Feb 02, 2021
BUY
$327.62 - $375.39 $170,362 - $195,202
520 New
520 $161 Million

Others Institutions Holding IVV

# of Institutions
4,184
Shares Held
798M
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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