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

Sc&H Financial Advisors, Inc.

$548 Million
Q3 2025

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 17,269 shares of IVV stock, worth $11.5 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

17,269

Previous 18,971 8.97%

Holding current value

$11.5 Million

Previous $11.8 Million 1.88%

% of portfolio

2.11%

Previous 2.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$620.67 - $670.08 $1.06 Million - $1.14 Million	-1,702 Reduced 8.97%	17,269 $11.6 Million
Q2 2025 Jul 16, 2025	BUY	$498.8 - $620.9 $210,493 - $262,019	422 Added 2.28%	18,971 $11.8 Million
Q1 2025 Apr 22, 2025	SELL	$554.06 - $615.85 $103,609 - $115,163	-187 Reduced 1.0%	18,549 $10.4 Million
Q4 2024 Jan 28, 2025	SELL	$570.51 - $610.59 $47,352 - $50,678	-83 Reduced 0.44%	18,736 $11 Million
Q3 2024 Oct 24, 2024	SELL	$520.18 - $576.82 $95,192 - $105,558	-183 Reduced 0.96%	18,819 $10.9 Million
Q2 2024 Aug 01, 2024	BUY	$497.53 - $549.64 $53,235 - $58,811	107 Added 0.57%	19,002 $10.4 Million
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	$358.65 - $432.04 $263,249 - $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

4,050

Shares Held

742M

Call Options Held

4.19M

Put Options Held

2.82M

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