Kelman Lazarov, Inc. Ishares Core S&P 500 ETF Transaction History

Kelman Lazarov, Inc.

$525 Million
Q3 2024

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%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

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 Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Account

Kelman Lazarov, Inc. Ishares Core S&P 500 ETF Transaction History