A detailed history of Kelman Lazarov, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 3,121 shares of IVV stock, worth $1.85 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,121
Previous 2,832 10.2%
Holding current value
$1.85 Million
Previous $1.55 Million 16.2%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Nov 08, 2024

BUY
$520.18 - $576.82 $150,332 - $166,700
289 Added 10.2%
3,121 $1.8 Million
Q2 2024

Aug 12, 2024

SELL
$497.53 - $549.64 $143,288 - $158,296
-288 Reduced 9.23%
2,832 $1.55 Million
Q1 2024

May 09, 2024

BUY
$469.56 - $525.73 $126,781 - $141,947
270 Added 9.47%
3,120 $1.64 Million
Q4 2023

Feb 01, 2024

SELL
$412.55 - $479.0 $117,989 - $136,994
-286 Reduced 9.12%
2,850 $1.36 Million
Q3 2023

Oct 30, 2023

SELL
$427.76 - $460.18 $79,135 - $85,133
-185 Reduced 5.57%
3,136 $1.35 Million
Q2 2023

Aug 04, 2023

BUY
$406.17 - $445.71 $91,388 - $100,284
225 Added 7.27%
3,321 $1.48 Million
Q1 2023

May 04, 2023

SELL
$381.13 - $418.66 $165,791 - $182,117
-435 Reduced 12.32%
3,096 $1.27 Million
Q4 2022

Feb 06, 2023

BUY
$357.98 - $409.32 $582,791 - $666,372
1,628 Added 85.55%
3,531 $1.36 Million
Q3 2022

Oct 24, 2022

SELL
$358.65 - $432.04 $194,746 - $234,597
-543 Reduced 22.2%
1,903 $683,000
Q2 2022

Aug 08, 2022

BUY
$366.99 - $458.8 $897,657 - $1.12 Million
2,446 New
2,446 $927,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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