Kaizen Financial Strategies Ishares Core S&P 500 ETF Transaction History

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025

A detailed history of Kaizen Financial Strategies transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 773 shares of IVV stock, worth $524,720. This represents 0.26% of its overall portfolio holdings.

Number of Shares
773
Previous 773 -0.0%
Holding current value
$524,720
Previous $431,000 11.14%
% of portfolio
0.26%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$570.51 - $610.59 $138,633 - $148,373
-243 Reduced 23.92%
773 $455,000
Q3 2024

Nov 04, 2024
BUY
$520.18 - $576.82 $520 - $576
1 Added 0.1%
1,016 $586,000
Q2 2024

Aug 02, 2024
BUY
$497.53 - $549.64 $113,934 - $125,867
229 Added 29.13%
1,015 $555,000
Q1 2024

May 02, 2024
SELL
$469.56 - $525.73 $99,077 - $110,929
-211 Reduced 21.16%
786 $413,000
Q4 2023

Jan 18, 2024
SELL
$412.55 - $479.0 $25,165 - $29,219
-61 Reduced 5.77%
997 $476,000
Q3 2023

Oct 31, 2023
SELL
$427.76 - $460.18 $1,283 - $1,380
-3 Reduced 0.28%
1,058 $454,000
Q2 2023

Aug 07, 2023
BUY
$406.17 - $445.71 $35,742 - $39,222
88 Added 9.04%
1,061 $472,000
Q1 2023

May 10, 2023
SELL
$381.13 - $418.66 $2,667 - $2,930
-7 Reduced 0.71%
973 $399,000
Q4 2022

Jan 18, 2023
SELL
$357.98 - $409.32 $335,069 - $383,123
-936 Reduced 48.85%
980 $0
Q3 2022

Oct 18, 2022
BUY
$358.65 - $432.04 $430,380 - $518,448
1,200 Added 167.6%
1,916 $687,000
Q2 2022

Jul 18, 2022
BUY
$366.99 - $458.8 $18,349 - $22,940
50 Added 7.51%
716 $271,000
Q1 2021

May 28, 2021
SELL
$370.22 - $398.75 $107,734 - $116,036
-291 Reduced 30.41%
666 $265,000
Q4 2020

Feb 03, 2021
BUY
$327.62 - $375.39 $313,532 - $359,248
957 New
957 $359,000

Others Institutions Holding IVV

# of Institutions
4,085
Shares Held
748M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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