Lehman & Derafelo Financial Resources LLC Ishares Core S&P 500 ETF Transaction History

Lehman & Derafelo Financial Resources LLC

  • $337 Million
  • Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 12,336 shares of IVV stock, worth $7.08 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
12,336
Previous 24,081 48.77%
Holding current value
$7.08 Million
Previous $8.64 Million 45.13%
% of portfolio
1.41%
Previous 2.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
SELL
$357.98 - $409.32 $4.2 Million - $4.81 Million
-11,745 Reduced 48.77%
12,336 $0
Q3 2022

Oct 21, 2022
BUY
$358.65 - $432.04 $6.64 Million - $8 Million
18,525 Added 333.42%
24,081 $8.64 Million
Q1 2022

Apr 21, 2022
BUY
$418.06 - $479.84 $135,869 - $155,948
325 Added 6.21%
5,556 $2.52 Million
Q3 2021

Oct 28, 2021
SELL
$426.8 - $455.27 $9.24 Million - $9.86 Million
-21,652 Reduced 80.54%
5,231 $2.25 Million
Q2 2021

Jul 19, 2021
BUY
$402.08 - $429.92 $10,052 - $10,748
25 Added 0.09%
26,883 $11.6 Million
Q2 2020

Jul 30, 2020
SELL
$246.8 - $324.4 $1.44 Million - $1.9 Million
-5,853 Reduced 17.89%
26,858 $8.32 Million
Q1 2020

May 13, 2020
BUY
$224.65 - $339.88 $28,081 - $42,485
125 Added 0.38%
32,711 $8.45 Million
Q2 2019

Aug 14, 2019
SELL
$276.38 - $296.02 $9,120 - $9,768
-33 Reduced 0.1%
32,586 $9.78 Million
Q1 2019

May 14, 2019
BUY
$245.43 - $286.57 $2,699 - $3,152
11 Added 0.03%
32,619 $9.28 Million
Q4 2018

Feb 14, 2019
BUY
$236.09 - $293.95 $7.7 Million - $9.59 Million
32,608 New
32,608 $8.21 Million

Others Institutions Holding IVV

# of Institutions
3,325
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
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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