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

Goepper Burkhardt LLC

$248 Million
Q1 2025

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 13,166 shares of IVV stock, worth $7.89 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

13,166

Previous 9,646 36.49%

Holding current value

$7.89 Million

Previous $5.68 Million 30.27%

% of portfolio

2.98%

Previous 2.33%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$554.06 - $615.85 $1.95 Million - $2.17 Million	3,520 Added 36.49%	13,166 $7.4 Million
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $513,459 - $549,531	900 Added 10.29%	9,646 $5.68 Million
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

3,922

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

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