A detailed history of Lockerman Financial Group, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 2,578 shares of IVV stock, worth $1.54 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
2,578
Previous 2,649 2.68%
Holding current value
$1.54 Million
Previous $1.45 Million 2.62%
% of portfolio
2.66%
Previous 2.77%

Shares

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

Oct 15, 2024

SELL
$520.18 - $576.82 $36,932 - $40,954
-71 Reduced 2.68%
2,578 $1.49 Million
Q2 2024

Jul 16, 2024

BUY
$497.53 - $549.64 $771,171 - $851,942
1,550 Added 141.04%
2,649 $1.45 Million
Q1 2024

Apr 15, 2024

SELL
$469.56 - $525.73 $328,692 - $368,011
-700 Reduced 38.91%
1,099 $577,000
Q4 2023

Jan 18, 2024

BUY
$412.55 - $479.0 $81,684 - $94,842
198 Added 12.37%
1,799 $859,000
Q3 2023

Oct 19, 2023

SELL
$427.76 - $460.18 $84,696 - $91,115
-198 Reduced 11.01%
1,601 $687,000
Q2 2023

Jul 20, 2023

SELL
$406.17 - $445.71 $44,272 - $48,582
-109 Reduced 5.71%
1,799 $801,000
Q1 2023

May 10, 2023

BUY
$381.13 - $418.66 $762 - $837
2 Added 0.1%
1,908 $784,000
Q4 2022

Feb 07, 2023

BUY
$357.98 - $409.32 $268,485 - $306,990
750 Added 64.88%
1,906 $732,000
Q3 2022

Oct 24, 2022

BUY
$358.65 - $432.04 $414,599 - $499,438
1,156 New
1,156 $415,000
Q2 2022

Jul 22, 2022

SELL
$366.99 - $458.8 $168,815 - $211,048
-460 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$418.06 - $479.84 $308,110 - $353,642
-737 Reduced 61.57%
460 $209,000
Q4 2021

May 10, 2022

BUY
$430.29 - $479.53 $515,057 - $573,997
1,197 New
1,197 $571,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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