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

Tobias Financial Advisors, Inc.

$635 Million
Q3 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 3,563 shares of IVV stock, worth $2.41 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,563

Previous 4,459 20.09%

Holding current value

$2.41 Million

Previous $2.77 Million 13.87%

% of portfolio

0.38%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$620.67 - $670.08 $556,120 - $600,391	-896 Reduced 20.09%	3,563 $2.38 Million
Q2 2025 Aug 13, 2025	BUY	$498.8 - $620.9 $1.73 Million - $2.16 Million	3,472 Added 351.77%	4,459 $2.77 Million
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

4,132

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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