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

Colton Groome Financial Advisors, LLC

$256 Million
Q1 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 78,763 shares of IVV stock, worth $46.1 Million. This represents 17.3% of its overall portfolio holdings.

Number of Shares

78,763

Previous 93,803 16.03%

Holding current value

$46.1 Million

Previous $55.2 Million 19.85%

% of portfolio

17.3%

Previous 21.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$554.06 - $615.85 $8.33 Million - $9.26 Million	-15,040 Reduced 16.03%	78,763 $44.3 Million
Q4 2024 Jan 23, 2025	BUY	$570.51 - $610.59 $372,543 - $398,715	653 Added 0.7%	93,803 $55.2 Million
Q3 2024 Oct 24, 2024	BUY	$520.18 - $576.82 $924,880 - $1.03 Million	1,778 Added 1.95%	93,150 $53.7 Million
Q2 2024 Jul 24, 2024	BUY	$497.53 - $549.64 $1.61 Million - $1.77 Million	3,227 Added 3.66%	91,372 $50 Million
Q1 2024 Apr 18, 2024	BUY	$469.56 - $525.73 $1.87 Million - $2.09 Million	3,974 Added 4.72%	88,145 $46.3 Million
Q4 2023 Jan 31, 2024	BUY	$412.55 - $479.0 $3.81 Million - $4.42 Million	9,225 Added 12.31%	84,171 $40.2 Million
Q3 2023 Oct 23, 2023	BUY	$427.76 - $460.18 $3.1 Million - $3.34 Million	7,251 Added 10.71%	74,946 $32.2 Million
Q2 2023 Jul 27, 2023	BUY	$406.17 - $445.71 $6.44 Million - $7.06 Million	15,846 Added 30.56%	67,695 $30.2 Million
Q1 2023 Apr 17, 2023	BUY	$381.13 - $418.66 $6.03 Million - $6.63 Million	15,833 Added 43.96%	51,849 $21.3 Million
Q4 2022 Jan 25, 2023	BUY	$357.98 - $409.32 $716,317 - $819,049	2,001 Added 5.88%	36,016 $0
Q3 2022 Oct 20, 2022	SELL	$358.65 - $432.04 $1.49 Million - $1.8 Million	-4,158 Reduced 10.89%	34,015 $12.2 Million
Q2 2022 Jul 26, 2022	BUY	$366.99 - $458.8 $2.13 Million - $2.66 Million	5,808 Added 17.95%	38,173 $14.5 Million
Q1 2022 Apr 18, 2022	BUY	$418.06 - $479.84 $1.54 Million - $1.76 Million	3,673 Added 12.8%	32,365 $14.7 Million
Q4 2021 Jan 19, 2022	BUY	$430.29 - $479.53 $2.55 Million - $2.84 Million	5,923 Added 26.01%	28,692 $13.7 Million
Q3 2021 Oct 18, 2021	BUY	$426.8 - $455.27 $4.67 Million - $4.98 Million	10,944 Added 92.55%	22,769 $9.81 Million
Q2 2021 Jul 21, 2021	BUY	$402.08 - $429.92 $1.5 Million - $1.6 Million	3,720 Added 45.9%	11,825 $5.08 Million
Q1 2021 Apr 21, 2021	BUY	$370.22 - $398.75 $1.94 Million - $2.08 Million	5,228 Added 181.72%	8,105 $3.22 Million
Q4 2020 Jan 19, 2021	BUY	$327.62 - $375.39 $942,562 - $1.08 Million	2,877 New	2,877 $1.08 Million

Others Institutions Holding IVV

# of Institutions

3,917

Shares Held

822M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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