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

Goepper Burkhardt LLC

$216 Million
Q1 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 5,786 shares of IVV stock, worth $3.26 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

5,786

Previous 2,341 147.16%

Holding current value

$3.26 Million

Previous $1.12 Million 172.0%

% of portfolio

1.41%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$371.42 - $432.04 $37,142 - $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

3,253

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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