Stegner Investment Associates Inc. Ishares Core S&P 500 ETF Transaction History

Stegner Investment Associates Inc.

  • $182 Million
  • Q3 2025

A detailed history of Stegner Investment Associates Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Stegner Investment Associates Inc. holds 7,681 shares of IVV stock, worth $5.19 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
7,681
Previous 7,482 2.66%
Holding current value
$5.19 Million
Previous $4.65 Million 10.66%
% of portfolio
2.82%
Previous 2.85%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$620.67 - $670.08 $123,513 - $133,345
199 Added 2.66%
7,681 $5.14 Million
Q2 2025

Jul 28, 2025
BUY
$498.8 - $620.9 $30,426 - $37,874
61 Added 0.82%
7,482 $4.65 Million
Q1 2025

May 05, 2025
SELL
$554.06 - $615.85 $131,312 - $145,956
-237 Reduced 3.09%
7,421 $4.17 Million
Q4 2024

Feb 06, 2025
BUY
$570.51 - $610.59 $62,185 - $66,554
109 Added 1.44%
7,658 $4.51 Million
Q3 2024

Oct 11, 2024
SELL
$520.18 - $576.82 $139,408 - $154,587
-268 Reduced 3.43%
7,549 $4.35 Million
Q2 2024

Jul 23, 2024
SELL
$497.53 - $549.64 $10,945 - $12,092
-22 Reduced 0.28%
7,817 $4.28 Million
Q1 2024

Apr 22, 2024
SELL
$469.56 - $525.73 $60,573 - $67,819
-129 Reduced 1.62%
7,839 $4.12 Million
Q4 2023

Feb 08, 2024
SELL
$412.55 - $479.0 $72,608 - $84,304
-176 Reduced 2.16%
7,968 $3.81 Million
Q3 2023

Oct 18, 2023
BUY
$427.76 - $460.18 $38,498 - $41,416
90 Added 1.12%
8,144 $3.5 Million
Q2 2023

Jul 19, 2023
BUY
$406.17 - $445.71 $50,771 - $55,713
125 Added 1.58%
8,054 $3.59 Million
Q1 2023

Apr 24, 2023
BUY
$381.13 - $418.66 $36,207 - $39,772
95 Added 1.21%
7,929 $3.26 Million
Q4 2022

Feb 06, 2023
SELL
$357.98 - $409.32 $57,992 - $66,309
-162 Reduced 2.03%
7,834 $3.01 Million
Q3 2022

Nov 01, 2022
BUY
$358.65 - $432.04 $139,514 - $168,063
389 Added 5.11%
7,996 $2.94 Million
Q2 2022

Jul 22, 2022
BUY
$366.99 - $458.8 $1.45 Million - $1.82 Million
3,962 Added 108.7%
7,607 $2.88 Million
Q1 2022

Apr 20, 2022
BUY
$418.06 - $479.84 $545,986 - $626,671
1,306 Added 55.84%
3,645 $1.65 Million
Q4 2021

Feb 09, 2022
BUY
$430.29 - $479.53 $135,971 - $151,531
316 Added 15.62%
2,339 $1.12 Million
Q3 2021

Apr 19, 2022
BUY
$426.8 - $455.27 $127,613 - $136,125
299 Added 17.34%
2,023 $872,000
Q2 2021

Apr 19, 2022
BUY
$402.08 - $429.92 $43,022 - $46,001
107 Added 6.62%
1,724 $741,000
Q1 2021

Apr 19, 2022
BUY
$370.22 - $398.75 $251,009 - $270,352
678 Added 72.2%
1,617 $643,000
Q4 2020

Apr 19, 2022
BUY
$327.62 - $375.39 $88,129 - $100,979
269 Added 40.15%
939 $352,000
Q3 2020

Apr 18, 2022
BUY
$311.81 - $359.24 $208,912 - $240,690
670 New
670 $225,000

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Stegner Investment Associates Inc. Portfolio

Follow Stegner Investment Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stegner Investment Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegner Investment Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email