D. Scott Neal, Inc. Ishares Core S&P 500 ETF Transaction History

D. Scott Neal, Inc.

$179 Million
Q1 2025

A detailed history of D. Scott Neal, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,118 shares of IVV stock, worth $1.25 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

2,118

Previous 2,237 5.32%

Holding current value

$1.25 Million

Previous $1.32 Million 10.18%

% of portfolio

0.66%

Previous 0.72%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$554.06 - $615.85 $65,933 - $73,286	-119 Reduced 5.32%	2,118 $1.18 Million
Q4 2024 Jan 14, 2025	BUY	$570.51 - $610.59 $205,383 - $219,812	360 Added 19.18%	2,237 $1.32 Million
Q1 2024 Apr 11, 2024	BUY	$469.56 - $525.73 $3,286 - $3,680	7 Added 0.37%	1,877 $986,000
Q4 2023 Jan 17, 2024	SELL	$412.55 - $479.0 $276,408 - $320,930	-670 Reduced 26.38%	1,870 $893,000
Q3 2023 Oct 11, 2023	BUY	$427.76 - $460.18 $286,599 - $308,320	670 Added 35.83%	2,540 $1.09 Million
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $26,401 - $28,971	65 Added 3.6%	1,870 $833,000
Q3 2022 Oct 27, 2022	SELL	$358.65 - $432.04 $15,421 - $18,577	-43 Reduced 2.33%	1,805 $647,000
Q2 2022 Jul 11, 2022	SELL	$366.99 - $458.8 $7.49 Million - $9.36 Million	-20,404 Reduced 91.7%	1,848 $701,000
Q1 2022 May 04, 2022	SELL	$418.06 - $479.84 $144,230 - $165,544	-345 Reduced 1.53%	22,252 $10.1 Million
Q4 2021 Jan 21, 2022	BUY	$430.29 - $479.53 $1.12 Million - $1.25 Million	2,610 Added 13.06%	22,597 $10.8 Million
Q3 2021 Nov 04, 2021	BUY	$426.8 - $455.27 $124,625 - $132,938	292 Added 1.48%	19,987 $8.61 Million
Q2 2021 Aug 02, 2021	BUY	$402.08 - $429.92 $165,254 - $176,697	411 Added 2.13%	19,695 $8.47 Million
Q1 2021 Apr 30, 2021	BUY	$370.22 - $398.75 $2,591 - $2,791	7 Added 0.04%	19,284 $7.67 Million
Q4 2020 Feb 05, 2021	BUY	$327.62 - $375.39 $5.79 Million - $6.63 Million	17,658 Added 1090.67%	19,277 $7.24 Million
Q3 2020 Oct 15, 2020	SELL	$311.81 - $359.24 $72,651 - $83,702	-233 Reduced 12.58%	1,619 $544,000
Q2 2020 Jul 16, 2020	SELL	$246.8 - $324.4 $19.2 Million - $25.2 Million	-77,808 Reduced 97.68%	1,852 $573,000
Q1 2020 Apr 27, 2020	BUY	$224.65 - $339.88 $11.6 Million - $17.5 Million	51,495 Added 182.83%	79,660 $20.6 Million
Q4 2019 Jan 16, 2020	SELL	$289.63 - $324.32 $558,696 - $625,613	-1,929 Reduced 6.41%	28,165 $9.1 Million
Q3 2019 Oct 16, 2019	BUY	$285.57 - $303.77 $8.59 Million - $9.14 Million	30,094 New	30,094 $8.98 Million
Q2 2018 Aug 15, 2018	SELL	$259.21 - $280.89 $3.13 Million - $3.39 Million	-12,084 Closed	0 $0
Q1 2018 Apr 19, 2018	BUY	$259.62 - $288.66 $62,568 - $69,567	241 Added 2.03%	12,084 $3.21 Million
Q4 2017 Feb 16, 2018	SELL	$253.97 - $271.47 $1.2 Million - $1.28 Million	-4,719 Reduced 28.49%	11,843 $3.18 Million
Q3 2017 Oct 18, 2017	BUY	$246.18 - $253.1 $4.08 Million - $4.19 Million	16,562	16,562 $4.19 Million

Others Institutions Holding IVV

# of Institutions

3,922

Shares Held

821M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Account