Lane & Associates LLC Ishares Core S&P 500 ETF Transaction History

Lane & Associates LLC

$184 Million
Q1 2025

A detailed history of Lane & Associates LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lane & Associates LLC holds 4,401 shares of IVV stock, worth $2.68 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

4,401

Previous 4,217 4.36%

Holding current value

$2.68 Million

Previous $2.48 Million 0.4%

% of portfolio

1.35%

Previous 1.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$554.06 - $615.85 $101,947 - $113,316	184 Added 4.36%	4,401 $2.47 Million
Q4 2024 Feb 03, 2025	SELL	$570.51 - $610.59 $170,582 - $182,566	-299 Reduced 6.62%	4,217 $2.48 Million
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $44,735 - $49,606	-86 Reduced 1.87%	4,516 $2.6 Billion
Q2 2024 Aug 07, 2024	BUY	$497.53 - $549.64 $241,302 - $266,575	485 Added 11.78%	4,602 $2.52 Billion
Q1 2024 Apr 12, 2024	BUY	$469.56 - $525.73 $42,260 - $47,315	90 Added 2.23%	4,117 $2.16 Billion
Q4 2023 Apr 09, 2024	BUY	$412.55 - $479.0 $1.66 Million - $1.93 Million	4,027 New	4,027 $1.92 Billion
Q3 2023 Apr 12, 2024	BUY	$427.76 - $460.18 $153,138 - $164,744	358 Added 11.3%	3,527 $1.51 Billion
Q2 2023 Apr 12, 2024	SELL	$406.17 - $445.71 $385,049 - $422,533	-948 Reduced 23.03%	3,169 $1.41 Billion
Q1 2023 Apr 12, 2024	BUY	$381.13 - $418.66 $45,735 - $50,239	120 Added 3.91%	3,190 $1.31 Billion
Q4 2022 Apr 12, 2024	SELL	$357.98 - $409.32 $374,805 - $428,558	-1,047 Reduced 25.43%	3,070 $1.18 Billion

Others Institutions Holding IVV

# of Institutions

3,928

Shares Held

821M

Call Options Held

15.3M

Put Options Held

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 Lane & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lane & Associates LLC with notifications on news.

Account

Lane & Associates LLC Ishares Core S&P 500 ETF Transaction History