Position history for Orion Porfolio Solutions, LLC's holdings in ISHARES TR
Orion Porfolio Solutions, LLC holds 508,713 shares of IVV (ISHARES TR), worth $348.4M as of 2025-Q4. The position was increased (++13.9% shares). IVV represents 2.6% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$348.4M
Current Shares
508,713
Total Value Change
+$56M
Total Shares Change
-25,641
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 508,713 |
+13.9% |
| $348.4M |
| 2.6% |
| $689.92 |
60 |
| 2025-Q3 | Increased | 446,709 | +17.2% | $299M | 2.3% | $664.41 | 62 |
| 2025-Q2 | Decreased | 381,056 | -30.0% | $236.6M | 2.0% | $613.43 | 0 |
| 2025-Q1 | Increased | 544,079 | +109.1% | $305.7M | 3.0% | $552.75 | 86 |
| 2024-Q4 | Decreased | 260,183 | -39.6% | $153.2M | 1.5% | $583.48 | 0 |
| 2024-Q3 | Decreased | 430,921 | -19.4% | $248.6M | 2.5% | $564.81 | 0 |
| 2024-Q2 | Decreased | 534,354 | -5.7% | $292.4M | 3.1% | $536.31 | 0 |