Lm Advisors LLC Ishares Core S&P 500 ETF Transaction History

Lm Advisors LLC

$555 Million
Q1 2025

A detailed history of Lm Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lm Advisors LLC holds 2,766 shares of IVV stock, worth $1.77 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,766

Previous 3,106 10.95%

Holding current value

$1.77 Million

Previous $1.83 Million 14.99%

% of portfolio

0.28%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$554.06 - $615.85 $188,380 - $209,389	-340 Reduced 10.95%	2,766 $1.55 Million
Q4 2024 Feb 12, 2025	BUY	$570.51 - $610.59 $44,499 - $47,626	78 Added 2.58%	3,106 $1.83 Million
Q3 2024 Nov 07, 2024	SELL	$520.18 - $576.82 $461,399 - $511,639	-887 Reduced 22.66%	3,028 $1.75 Million
Q2 2024 Aug 14, 2024	SELL	$497.53 - $549.64 $499,520 - $551,838	-1,004 Reduced 20.41%	3,915 $2.14 Million
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $499,611 - $559,376	-1,064 Reduced 17.78%	4,919 $2.59 Million
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $2.47 Million - $2.87 Million	5,983 New	5,983 $2.86 Billion

Others Institutions Holding IVV

# of Institutions

3,984

Shares Held

799M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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