Moody Lynn & Lieberson, LLC Ishares Core S&P 500 ETF Transaction History

Moody Lynn & Lieberson, LLC

$1.48 Billion
Q1 2025

A detailed history of Moody Lynn & Lieberson, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 741 shares of IVV stock, worth $438,783. This represents 0.03% of its overall portfolio holdings.

Number of Shares

741

Previous 1,023 27.57%

Holding current value

$438,783

Previous $602,000 30.9%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$554.06 - $615.85 $156,244 - $173,669	-282 Reduced 27.57%	741 $416,000
Q2 2023 Jul 27, 2023	SELL	$406.17 - $445.71 $73,110 - $80,227	-180 Reduced 14.96%	1,023 $455,000
Q4 2021 Jan 26, 2022	SELL	$430.29 - $479.53 $21,514 - $23,976	-50 Reduced 3.99%	1,203 $574,000
Q1 2021 Apr 23, 2021	BUY	$370.22 - $398.75 $93,665 - $100,883	253 Added 25.3%	1,253 $498,000
Q1 2020 Apr 30, 2020	SELL	$224.65 - $339.88 $174,103 - $263,407	-775 Reduced 43.66%	1,000 $258,000
Q3 2017 Nov 06, 2017	BUY	$246.18 - $253.1 $436,969 - $449,252	1,775	1,775 $449,000

Others Institutions Holding IVV

# of Institutions

3,922

Shares Held

821M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.

Account

Moody Lynn & Lieberson, LLC Ishares Core S&P 500 ETF Transaction History