A detailed history of Aufman Associates Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Aufman Associates Inc holds 7,855 shares of IVV stock, worth $4.66 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
7,855
Previous 7,127 10.21%
Holding current value
$4.66 Million
Previous $3.9 Million 16.15%
% of portfolio
2.91%
Previous 2.77%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$520.18 - $576.82 $378,691 - $419,924
728 Added 10.21%
7,855 $4.53 Million
Q2 2024

Aug 09, 2024

BUY
$497.53 - $549.64 $7,462 - $8,244
15 Added 0.21%
7,127 $3.9 Million
Q1 2024

May 10, 2024

BUY
$469.56 - $525.73 $9,860 - $11,040
21 Added 0.3%
7,112 $3.74 Million
Q4 2023

Feb 14, 2024

BUY
$412.55 - $479.0 $68,070 - $79,035
165 Added 2.38%
7,091 $3.39 Million
Q3 2023

Nov 13, 2023

SELL
$427.76 - $460.18 $7,699 - $8,283
-18 Reduced 0.26%
6,926 $2.97 Million
Q2 2023

Aug 11, 2023

SELL
$406.17 - $445.71 $2,437 - $2,674
-6 Reduced 0.09%
6,944 $3.1 Million
Q1 2023

May 10, 2023

BUY
$381.13 - $418.66 $4,573 - $5,023
12 Added 0.17%
6,950 $2.86 Million
Q4 2022

Feb 08, 2023

BUY
$357.98 - $409.32 $150,709 - $172,323
421 Added 6.46%
6,938 $2.67 Million
Q2 2022

Aug 10, 2022

SELL
$366.99 - $458.8 $4,403 - $5,505
-12 Reduced 0.18%
6,517 $2.47 Million
Q1 2022

May 13, 2022

SELL
$418.06 - $479.84 $16,722 - $19,193
-40 Reduced 0.61%
6,529 $2.96 Million
Q4 2021

Feb 09, 2022

SELL
$430.29 - $479.53 $52,495 - $58,502
-122 Reduced 1.82%
6,569 $3.13 Million
Q3 2021

Nov 12, 2021

SELL
$426.8 - $455.27 $34,144 - $36,421
-80 Reduced 1.18%
6,691 $2.88 Million
Q2 2021

Aug 11, 2021

BUY
$402.08 - $429.92 $1,608 - $1,719
4 Added 0.06%
6,771 $2.91 Million
Q1 2021

May 17, 2021

BUY
$370.22 - $398.75 $136,981 - $147,537
370 Added 5.78%
6,767 $2.69 Million
Q4 2020

Feb 10, 2021

SELL
$327.62 - $375.39 $21,622 - $24,775
-66 Reduced 1.02%
6,397 $2.4 Million
Q3 2020

Nov 13, 2020

SELL
$311.81 - $359.24 $31,804 - $36,642
-102 Reduced 1.55%
6,463 $2.17 Million
Q2 2020

Aug 13, 2020

SELL
$246.8 - $324.4 $10,365 - $13,624
-42 Reduced 0.64%
6,565 $2.03 Million
Q4 2019

Feb 06, 2020

BUY
$289.63 - $324.32 $1.91 Million - $2.14 Million
6,607 New
6,607 $2.14 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.