Trademark Financial Management, LLC Ishares Core S&P 500 ETF Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 32,050 shares of IVV stock, worth $17.9 Million. This represents 13.74% of its overall portfolio holdings.

Number of Shares

32,050

Previous 31,008 3.36%

Holding current value

$17.9 Million

Previous $18.3 Billion 1.34%

% of portfolio

13.74%

Previous 14.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$554.06 - $615.85 $577,330 - $641,715	1,042 Added 3.36%	32,050 $18 Billion
Q4 2024 Jan 30, 2025	SELL	$570.51 - $610.59 $169,441 - $181,345	-297 Reduced 0.95%	31,008 $18.3 Billion
Q3 2024 Oct 31, 2024	BUY	$520.18 - $576.82 $812,521 - $900,992	1,562 Added 5.25%	31,305 $18.1 Billion
Q2 2024 Jul 30, 2024	SELL	$497.53 - $549.64 $83,585 - $92,339	-168 Reduced 0.56%	29,743 $16.3 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $579,906 - $649,276	-1,235 Reduced 3.97%	29,911 $15.7 Billion
Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $12.8 Million - $14.9 Million	31,146 New	31,146 $14.9 Billion

Others Institutions Holding IVV

# of Institutions

3,913

Shares Held

820M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Trademark Financial Management, LLC Ishares Core S&P 500 ETF Transaction History