Ehrlich Financial Group Ishares Core S&P 500 ETF Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 3,078 shares of IVV stock, worth $1.97 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

3,078

Previous 3,255 5.44%

Holding current value

$1.97 Million

Previous $1.83 Billion 4.47%

% of portfolio

1.24%

Previous 1.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$498.8 - $620.9 $88,287 - $109,899	-177 Reduced 5.44%	3,078 $1.91 Billion
Q1 2025 Apr 11, 2025	SELL	$554.06 - $615.85 $757,400 - $841,866	-1,367 Reduced 29.58%	3,255 $1.83 Billion
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $324,049 - $346,815	568 Added 14.01%	4,622 $2.72 Billion
Q3 2024 Oct 07, 2024	BUY	$520.18 - $576.82 $378,170 - $419,348	727 Added 21.85%	4,054 $2.34 Billion
Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $103,486 - $114,325	208 Added 6.67%	3,327 $1.82 Billion
Q1 2024 Apr 15, 2024	SELL	$469.56 - $525.73 $2.32 Million - $2.6 Million	-4,941 Reduced 61.3%	3,119 $1.64 Billion
Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $3.33 Million - $3.86 Million	8,060 New	8,060 $3.85 Billion

Others Institutions Holding IVV

# of Institutions

3,984

Shares Held

799M

Call Options Held

5.37M

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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Ehrlich Financial Group Ishares Core S&P 500 ETF Transaction History