Comprehensive Financial Consultants Institutional, Inc. Ishares Core S&P 500 ETF Transaction History

Comprehensive Financial Consultants Institutional, Inc.

  • $291 Million
  • Q3 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 2,048 shares of IVV stock, worth $1.36 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
2,048
Previous 2,065 0.82%
Holding current value
$1.36 Million
Previous $1.28 Million 6.86%
% of portfolio
0.47%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$620.67 - $670.08 $10,551 - $11,391
-17 Reduced 0.82%
2,048 $1.37 Million
Q2 2025

Jul 22, 2025
SELL
$498.8 - $620.9 $12,968 - $16,143
-26 Reduced 1.24%
2,065 $1.28 Million
Q1 2025

May 15, 2025
SELL
$554.06 - $615.85 $14,405 - $16,012
-26 Reduced 1.23%
2,091 $1.17 Million
Q4 2024

Jan 24, 2025
SELL
$570.51 - $610.59 $21,679 - $23,202
-38 Reduced 1.76%
2,117 $1.25 Million
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $20,532 - $22,088
-48 Reduced 2.18%
2,155 $925,000
Q2 2023

Jul 24, 2023
BUY
$406.17 - $445.71 $21,933 - $24,068
54 Added 2.51%
2,203 $981,000
Q4 2022

Jan 30, 2023
BUY
$357.98 - $409.32 $29,712 - $33,973
83 Added 4.02%
2,149 $825,000
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $24,388 - $29,378
-68 Reduced 3.19%
2,066 $760,000
Q2 2022

Aug 09, 2022
SELL
$366.99 - $458.8 $13,578 - $16,975
-37 Reduced 1.7%
2,134 $816,000
Q1 2022

May 11, 2022
SELL
$418.06 - $479.84 $37,207 - $42,705
-89 Reduced 3.94%
2,171 $897,000
Q4 2021

Mar 10, 2022
BUY
$430.29 - $479.53 $972,455 - $1.08 Million
2,260 New
2,260 $993,000

Others Institutions Holding IVV

# of Institutions
4,065
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
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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