Sanford Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 76,657 shares of IVV stock, worth $42.3 Million. This represents 7.02% of its overall portfolio holdings.

Number of Shares

76,657

Previous 83,000 7.64%

Holding current value

$42.3 Million

Previous $29.8 Million 1.06%

% of portfolio

7.02%

Previous 8.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$374.51 - $409.32 $2.38 Million - $2.6 Million	-6,343 Reduced 7.64%	76,657 $29.5 Million
Q3 2022 Nov 09, 2022	SELL	$371.42 - $432.04 $7.95 Million - $9.25 Million	-21,412 Reduced 20.51%	83,000 $29.8 Million
Q2 2022 Jul 28, 2022	BUY	$366.99 - $458.8 $37.3 Million - $46.6 Million	101,553 Added 3552.05%	104,412 $39.6 Million
Q1 2022 Jul 28, 2022	SELL	$418.06 - $479.84 $48.1 Million - $55.2 Million	-115,112 Reduced 97.58%	2,859 $218,000
Q4 2021 Jul 28, 2022	BUY	$430.29 - $479.53 $4 Million - $4.46 Million	9,301 Added 8.56%	117,971 $56.3 Million

Q3 2021 Jul 28, 2022	BUY	$426.8 - $455.27 $1.77 Million - $1.89 Million	4,141 Added 3.96%	108,670 $46.8 Million
Q2 2021 Jul 28, 2022	BUY	$402.08 - $429.92 $1.33 Million - $1.42 Million	3,311 Added 3.27%	104,529 $44.9 Million
Q1 2021 Jul 28, 2022	BUY	$370.22 - $398.75 $31.2 Million - $33.6 Million	84,330 Added 499.35%	101,218 $40.3 Million
Q4 2020 Jul 28, 2022	BUY	$327.62 - $375.39 $5.53 Million - $6.34 Million	16,888 New	16,888 $6.34 Million

Others Institutions Holding IVV

# of Institutions

3,249

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Sanford Advisory Services, LLC Ishares Core S&P 500 ETF Transaction History