Goepper Burkhardt LLC Ishares Core S&P 500 ETF Transaction History

Goepper Burkhardt LLC

  • $240 Million
  • Q3 2024

A detailed history of Goepper Burkhardt LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Goepper Burkhardt LLC holds 8,746 shares of IVV stock, worth $5.19 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
8,746
Previous 8,111 7.83%
Holding current value
$5.19 Million
Previous $4.44 Million 13.65%
% of portfolio
2.1%
Previous 2.01%

Shares

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

Nov 12, 2024
BUY
$520.18 - $576.82 $330,314 - $366,280
635 Added 7.83%
8,746 $5.04 Million
Q2 2024

Aug 13, 2024
BUY
$497.53 - $549.64 $1.16 Million - $1.28 Million
2,325 Added 40.18%
8,111 $4.44 Million
Q1 2024

May 13, 2024
BUY
$469.56 - $525.73 $1.62 Million - $1.81 Million
3,445 Added 147.16%
5,786 $3.04 Million
Q4 2023

Feb 12, 2024
BUY
$412.55 - $479.0 $28,878 - $33,530
70 Added 3.08%
2,341 $1.12 Million
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $35,865 - $43,204
-100 Reduced 4.22%
2,271 $814,000
Q1 2022

Apr 22, 2022
SELL
$418.06 - $479.84 $12,541 - $14,395
-30 Reduced 1.25%
2,371 $1.08 Million
Q4 2021

Jan 21, 2022
SELL
$430.29 - $479.53 $129,087 - $143,859
-300 Reduced 11.11%
2,401 $1.15 Million
Q1 2021

May 11, 2021
SELL
$370.22 - $398.75 $111,066 - $119,625
-300 Reduced 10.0%
2,701 $1.08 Million
Q4 2020

Feb 08, 2021
BUY
$327.62 - $375.39 $983,187 - $1.13 Million
3,001 New
3,001 $1.13 Million

Others Institutions Holding IVV

# of Institutions
3,443
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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