A detailed history of Herold Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Herold Advisors, Inc. holds 2,093 shares of IVV stock, worth $1.24 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,093
Previous 2,969 29.5%
Holding current value
$1.24 Million
Previous $1.62 Million 25.68%
% of portfolio
0.27%
Previous 0.38%

Shares

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

Nov 14, 2024

SELL
$520.18 - $576.82 $455,677 - $505,294
-876 Reduced 29.5%
2,093 $1.21 Million
Q2 2024

Jul 24, 2024

BUY
$497.53 - $549.64 $117,417 - $129,715
236 Added 8.64%
2,969 $1.62 Million
Q1 2024

May 10, 2024

SELL
$469.56 - $525.73 $266,710 - $298,614
-568 Reduced 17.21%
2,733 $1.44 Million
Q4 2023

Feb 02, 2024

SELL
$412.55 - $479.0 $73,433 - $85,262
-178 Reduced 5.12%
3,301 $1.58 Million
Q3 2023

Nov 08, 2023

BUY
$427.76 - $460.18 $158,698 - $170,726
371 Added 11.94%
3,479 $1.49 Million
Q1 2023

Apr 19, 2023

BUY
$381.13 - $418.66 $1.18 Million - $1.3 Million
3,108 New
3,108 $1.28 Million
Q2 2022

Jul 15, 2022

SELL
$366.99 - $458.8 $47,341 - $59,185
-129 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$418.06 - $479.84 $53,929 - $61,899
129 New
129 $58,000
Q4 2021

Jan 20, 2022

SELL
$430.29 - $479.53 $55,507 - $61,859
-129 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$426.8 - $455.27 $55,057 - $58,729
129 New
129 $55,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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