Goldstone Financial Group, LLC Ishares Core S&P 500 ETF Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 30,570 shares of IVV stock, worth $17.1 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

30,570

Previous 30,090 1.6%

Holding current value

$17.1 Million

Previous $17.7 Billion 3.02%

% of portfolio

2.6%

Previous 2.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$554.06 - $615.85 $265,948 - $295,608	480 Added 1.6%	30,570 $17.2 Billion
Q4 2024 Jan 14, 2025	BUY	$570.51 - $610.59 $3.67 Million - $3.93 Million	6,435 Added 27.2%	30,090 $17.7 Billion
Q3 2024 Oct 28, 2024	BUY	$520.18 - $576.82 $12.3 Million - $13.6 Million	23,655 New	23,655 $13.6 Billion
Q2 2024 Jan 15, 2025	SELL	$497.53 - $549.64 $4.57 Million - $5.05 Million	-9,192 Reduced 30.55%	20,898 $11.4 Billion
Q1 2024 Jan 15, 2025	BUY	$469.56 - $525.73 $1.45 Million - $1.62 Million	3,079 Added 21.34%	17,504 $9.2 Billion
Q4 2023 Jan 15, 2025	BUY	$412.55 - $479.0 $929,887 - $1.08 Million	2,254 Added 18.52%	14,425 $6.89 Billion
Q3 2023 Jan 15, 2025	BUY	$427.76 - $460.18 $469,252 - $504,817	1,097 Added 9.91%	12,171 $5.23 Billion
Q2 2023 Jan 15, 2025	BUY	$406.17 - $445.71 $1.09 Million - $1.2 Million	2,693 Added 32.13%	11,074 $4.94 Billion
Q1 2023 Jan 15, 2025	SELL	$381.13 - $418.66 $8.27 Million - $9.09 Million	-21,709 Reduced 72.15%	8,381 $3.45 Billion

Others Institutions Holding IVV

# of Institutions

3,913

Shares Held

820M

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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Goldstone Financial Group, LLC Ishares Core S&P 500 ETF Transaction History