Quantum Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Quantum Financial Advisors, LLC

$523 Million
Q3 2025

A detailed history of Quantum Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Quantum Financial Advisors, LLC holds 812 shares of IVV stock, worth $548,351. This represents 0.1% of its overall portfolio holdings.

Number of Shares

812

Previous 779 4.24%

Holding current value

$548,351

Previous $483,000 12.42%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$620.67 - $670.08 $20,482 - $22,112	33 Added 4.24%	812 $543,000
Q1 2024 Apr 26, 2024	SELL	$469.56 - $525.73 $21,599 - $24,183	-46 Reduced 5.58%	779 $409,000
Q4 2023 Jan 08, 2024	BUY	$412.55 - $479.0 $18,977 - $22,034	46 Added 5.91%	825 $394,000
Q3 2023 Nov 29, 2023	SELL	$427.76 - $460.18 $154,849 - $166,585	-362 Reduced 31.73%	779 $334,000
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $195,367 - $214,386	481 Added 72.88%	1,141 $508,000

Q1 2023 Apr 07, 2023	BUY	$381.13 - $418.66 $251,545 - $276,315	660 New	660 $271,000

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Quantum Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History