Marshall Financial Group LLC Ishares Core S&P 500 ETF Transaction History

Marshall Financial Group LLC

  • $344 Million
  • Q1 2024

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 784 shares of IVV stock, worth $434,594. This represents 0.12% of its overall portfolio holdings.

Number of Shares
784
Previous 1,788 56.15%
Holding current value
$434,594
Previous $854,000 51.76%
% of portfolio
0.12%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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