Yhb Investment Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Yhb Investment Advisors, Inc.

$1.17 Billion
Q1 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 20,695 shares of IVV stock, worth $12.3 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

20,695

Previous 20,782 0.42%

Holding current value

$12.3 Million

Previous $12.2 Million 4.95%

% of portfolio

1.0%

Previous 1.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$554.06 - $615.85 $48,203 - $53,578	-87 Reduced 0.42%	20,695 $11.6 Million
Q4 2024 Jan 22, 2025	BUY	$570.51 - $610.59 $1.26 Million - $1.35 Million	2,205 Added 11.87%	20,782 $12.2 Million
Q3 2024 Oct 22, 2024	BUY	$520.18 - $576.82 $325,632 - $361,089	626 Added 3.49%	18,577 $10.7 Million
Q2 2024 Aug 01, 2024	BUY	$497.53 - $549.64 $206,972 - $228,650	416 Added 2.37%	17,951 $9.82 Million
Q1 2024 Aug 14, 2024	SELL	$469.56 - $525.73 $195,336 - $218,703	-416 Reduced 2.32%	17,535 $9.22 Million
Q1 2024 Apr 26, 2024	BUY	$469.56 - $525.73 $71,842 - $80,436	153 Added 0.88%	17,535 $9.22 Million
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $61,469 - $71,371	149 Added 0.86%	17,382 $8.3 Million
Q3 2023 Oct 23, 2023	BUY	$427.76 - $460.18 $27,804 - $29,911	65 Added 0.38%	17,233 $7.4 Million
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $80,827 - $88,696	199 Added 1.17%	17,168 $7.65 Million
Q1 2023 May 08, 2023	SELL	$381.13 - $418.66 $673,456 - $739,772	-1,767 Reduced 9.43%	16,969 $6.98 Million
Q4 2022 Jan 12, 2023	BUY	$357.98 - $409.32 $744,240 - $850,976	2,079 Added 12.48%	18,736 $0
Q3 2022 Nov 03, 2022	BUY	$358.65 - $432.04 $164,261 - $197,874	458 Added 2.83%	16,657 $5.97 Million
Q2 2022 Jul 14, 2022	BUY	$366.99 - $458.8 $54,314 - $67,902	148 Added 0.92%	16,199 $6.14 Million
Q1 2022 Apr 14, 2022	BUY	$418.06 - $479.84 $224,498 - $257,674	537 Added 3.46%	16,051 $7.28 Million
Q4 2021 Jan 18, 2022	BUY	$430.29 - $479.53 $139,413 - $155,367	324 Added 2.13%	15,514 $7.4 Million
Q3 2021 Oct 28, 2021	BUY	$426.8 - $455.27 $82,372 - $87,867	193 Added 1.29%	15,190 $6.54 Million
Q2 2021 Jul 15, 2021	SELL	$402.08 - $429.92 $46,239 - $49,440	-115 Reduced 0.76%	14,997 $6.45 Million
Q1 2021 Apr 22, 2021	BUY	$370.22 - $398.75 $83,299 - $89,718	225 Added 1.51%	15,112 $6.33 Million
Q4 2020 Jan 21, 2021	BUY	$327.62 - $375.39 $33,744 - $38,665	103 Added 0.7%	14,887 $5.59 Million
Q3 2020 Nov 02, 2020	BUY	$311.81 - $359.24 $4.61 Million - $5.31 Million	14,784 New	14,784 $4.97 Million

Others Institutions Holding IVV

# of Institutions

3,922

Shares Held

821M

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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Yhb Investment Advisors, Inc. Ishares Core S&P 500 ETF Transaction History