A detailed history of Stephenson & Company, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 35,827 shares of IVV stock, worth $23.5 Million. This represents 13.51% of its overall portfolio holdings.

Number of Shares
35,827
Previous 34,298 4.46%
Holding current value
$23.5 Million
Previous $19.3 Billion 15.43%
% of portfolio
13.51%
Previous 12.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$498.8 - $620.9 $762,665 - $949,356
1,529 Added 4.46%
35,827 $22.2 Billion
Q1 2025

May 07, 2025

BUY
$554.06 - $615.85 $73,135 - $81,292
132 Added 0.39%
34,298 $19.3 Billion
Q4 2024

Jan 23, 2025

BUY
$570.51 - $610.59 $634,407 - $678,976
1,112 Added 3.36%
34,166 $20.1 Billion
Q3 2024

Oct 25, 2024

BUY
$520.18 - $576.82 $282,977 - $313,790
544 Added 1.67%
33,054 $19.1 Billion
Q2 2024

Aug 06, 2024

SELL
$497.53 - $549.64 $80,102 - $88,492
-161 Reduced 0.49%
32,510 $17.8 Billion
Q1 2024

Apr 30, 2024

BUY
$469.56 - $525.73 $1.19 Million - $1.33 Million
2,536 Added 8.42%
32,671 $17.2 Billion
Q4 2023

Jan 31, 2024

BUY
$412.55 - $479.0 $12.4 Million - $14.4 Million
30,135 New
30,135 $14.4 Billion

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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