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

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 987 shares of IVV stock, worth $591,143. This represents 0.11% of its overall portfolio holdings.

Number of Shares
987
Previous 957 3.13%
Holding current value
$591,143
Previous $563,000 1.6%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$554.06 - $615.85 $16,621 - $18,475
30 Added 3.13%
987 $554,000
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $70,172 - $75,102
123 Added 14.75%
957 $563,000
Q3 2023

Nov 03, 2023
BUY
$427.76 - $460.18 $356,751 - $383,790
834 New
834 $358,000
Q1 2022

May 09, 2022
SELL
$418.06 - $479.84 $1.59 Million - $1.82 Million
-3,792 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$430.29 - $479.53 $1.63 Million - $1.82 Million
3,792 New
3,792 $1.81 Million

Others Institutions Holding IVV

# of Institutions
3,924
Shares Held
821M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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