A detailed history of Marshall Financial Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,974 shares of IVV stock, worth $1.19 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,974
Previous 1,985 0.55%
Holding current value
$1.19 Million
Previous $1.14 Million 1.57%
% of portfolio
0.28%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
$570.51 - $610.59 $6,275 - $6,716
-11 Reduced 0.55%
1,974 $1.16 Million
Q3 2024

Oct 16, 2024

BUY
$520.18 - $576.82 $567,516 - $629,310
1,091 Added 122.04%
1,985 $1.14 Million
Q2 2024

Jul 19, 2024

BUY
$497.53 - $549.64 $54,728 - $60,460
110 Added 14.03%
894 $489,000
Q1 2024

Apr 19, 2024

SELL
$469.56 - $525.73 $471,438 - $527,832
-1,004 Reduced 56.15%
784 $412,000
Q4 2023

Jan 10, 2024

SELL
$412.55 - $479.0 $196,786 - $228,483
-477 Reduced 21.06%
1,788 $854,000
Q3 2023

Oct 19, 2023

BUY
$427.76 - $460.18 $968,876 - $1.04 Million
2,265 New
2,265 $972,000
Q2 2022

Jul 25, 2022

SELL
$366.99 - $458.8 $720,401 - $900,624
-1,963 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$418.06 - $479.84 $820,651 - $941,925
1,963 New
1,963 $891,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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