Householder Group Estate & Retirement Specialist, LLC Ishares Core S&P 500 ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 438 shares of IVV stock, worth $260,180. This represents 0.19% of its overall portfolio holdings.

Number of Shares

438

Previous 2,280 80.79%

Holding current value

$260,180

Previous $1.32 Million 80.46%

% of portfolio

0.19%

Previous 0.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$570.51 - $610.59 $1.05 Million - $1.12 Million	-1,842 Reduced 80.79%	438 $257,000
Q3 2024 Oct 18, 2024	SELL	$520.18 - $576.82 $48,376 - $53,644	-93 Reduced 3.92%	2,280 $1.32 Million
Q2 2024 Jul 17, 2024	SELL	$497.53 - $549.64 $27,861 - $30,779	-56 Reduced 2.31%	2,373 $1.3 Million
Q1 2024 May 03, 2024	SELL	$469.56 - $525.73 $14,086 - $15,771	-30 Reduced 1.22%	2,429 $1.28 Million
Q4 2023 Jan 23, 2024	BUY	$412.55 - $479.0 $9,488 - $11,017	23 Added 0.94%	2,459 $1.17 Million
Q3 2023 Oct 10, 2023	BUY	$427.76 - $460.18 $62,025 - $66,726	145 Added 6.33%	2,436 $1.05 Million
Q1 2023 Apr 13, 2023	BUY	$381.13 - $418.66 $873,168 - $959,150	2,291 New	2,291 $942,000
Q3 2022 Oct 11, 2022	BUY	$358.65 - $432.04 $91,455 - $110,170	255 Added 9.68%	2,889 $1.04 Million
Q2 2022 Jul 18, 2022	BUY	$366.99 - $458.8 $133,217 - $166,544	363 Added 15.98%	2,634 $999,000
Q1 2022 Apr 18, 2022	SELL	$418.06 - $479.84 $24,665 - $28,310	-59 Reduced 2.53%	2,271 $1.03 Million
Q4 2021 Apr 12, 2022	BUY	$430.29 - $479.53 $1 Million - $1.12 Million	2,330 New	2,330 $1.11 Million

Others Institutions Holding IVV

# of Institutions

3,849

Shares Held

761M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC Ishares Core S&P 500 ETF Transaction History