Hofer & Associates. Inc Ishares Core S&P 500 ETF Transaction History

Hofer & Associates. Inc

  • $147 Million
  • Q1 2025

A detailed history of Hofer & Associates. Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Hofer & Associates. Inc holds 1,067 shares of IVV stock, worth $595,343. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,067
Previous 1,060 0.66%
Holding current value
$595,343
Previous $624,000 4.01%
% of portfolio
0.41%
Previous 0.42%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$554.06 - $615.85 $3,878 - $4,310
7 Added 0.66%
1,067 $599,000
Q4 2024

Jan 23, 2025
SELL
$570.51 - $610.59 $4,564 - $4,884
-8 Reduced 0.75%
1,060 $624,000
Q3 2024

Oct 21, 2024
SELL
$520.18 - $576.82 $1,040 - $1,153
-2 Reduced 0.19%
1,068 $616,000
Q1 2024

Apr 22, 2024
SELL
$469.56 - $525.73 $939 - $1,051
-2 Reduced 0.19%
1,070 $562,000
Q3 2023

Oct 13, 2023
SELL
$427.76 - $460.18 $2,138 - $2,300
-5 Reduced 0.46%
1,072 $460,000
Q2 2023

Jul 14, 2023
SELL
$406.17 - $445.71 $45,897 - $50,365
-113 Reduced 9.5%
1,077 $480,000
Q3 2022

Dec 15, 2022
BUY
$358.65 - $432.04 $22,594 - $27,218
63 Added 5.59%
1,190 $427,000
Q2 2022

Dec 15, 2022
BUY
$366.99 - $458.8 $12,844 - $16,058
35 Added 3.21%
1,127 $427,000
Q1 2022

Dec 15, 2022
BUY
$418.06 - $479.84 $418 - $479
1 Added 0.09%
1,092 $495,000
Q4 2021

Dec 15, 2022
BUY
$430.29 - $479.53 $469,446 - $523,167
1,091 New
1,091 $520,000

Others Institutions Holding IVV

# of Institutions
3,903
Shares Held
759M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email