Sc&H Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 18,895 shares of IVV stock, worth $10.7 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

18,895

Previous 19,487 3.04%

Holding current value

$10.7 Million

Previous $9.31 Million 6.73%

% of portfolio

2.62%

Previous 2.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$469.56 - $525.73 $277,979 - $311,232	-592 Reduced 3.04%	18,895 $9.93 Million
Q4 2023 Feb 01, 2024	SELL	$412.55 - $479.0 $20,627 - $23,950	-50 Reduced 0.26%	19,487 $9.31 Million
Q3 2023 Oct 30, 2023	SELL	$427.76 - $460.18 $138,166 - $148,638	-323 Reduced 1.63%	19,537 $8.39 Million
Q2 2023 Aug 07, 2023	BUY	$406.17 - $445.71 $506,087 - $555,354	1,246 Added 6.69%	19,860 $8.85 Million
Q1 2023 May 12, 2023	BUY	$381.13 - $418.66 $309,096 - $339,533	811 Added 4.56%	18,614 $7.65 Million

Q3 2022 Nov 09, 2022	SELL	$371.42 - $432.04 $272,622 - $317,117	-734 Reduced 3.96%	17,803 $6.39 Million
Q2 2022 Aug 10, 2022	BUY	$366.99 - $458.8 $522,593 - $653,331	1,424 Added 8.32%	18,537 $7.03 Million
Q1 2022 May 10, 2022	SELL	$418.06 - $479.84 $246,655 - $283,105	-590 Reduced 3.33%	17,113 $7.76 Million
Q4 2021 Feb 10, 2022	BUY	$430.29 - $479.53 $7.62 Million - $8.49 Million	17,703 New	17,703 $8.44 Million

Others Institutions Holding IVV

# of Institutions

3,253

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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Sc&H Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History