Schechter Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Schechter Investment Advisors, LLC

  • $853 Million
  • Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 5,967 shares of IVV stock, worth $4.03 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,967
Previous 2,925 104.0%
Holding current value
$4.03 Million
Previous $1.72 Million 94.77%
% of portfolio
0.39%
Previous 0.18%

Shares

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

May 01, 2025
BUY
$554.06 - $615.85 $1.69 Million - $1.87 Million
3,042 Added 104.0%
5,967 $3.35 Million
Q4 2024

Feb 06, 2025
BUY
$570.51 - $610.59 $56,480 - $60,448
99 Added 3.5%
2,925 $1.72 Million
Q3 2024

Nov 12, 2024
SELL
$520.18 - $576.82 $42,134 - $46,722
-81 Reduced 2.79%
2,826 $1.63 Million
Q2 2024

Aug 12, 2024
SELL
$497.53 - $549.64 $3,482 - $3,847
-7 Reduced 0.24%
2,907 $1.59 Million
Q1 2024

May 06, 2024
SELL
$469.56 - $525.73 $241,353 - $270,225
-514 Reduced 14.99%
2,914 $1.53 Million
Q4 2023

Jan 17, 2024
BUY
$412.55 - $479.0 $16,502 - $19,160
40 Added 1.18%
3,428 $1.64 Million
Q3 2023

Nov 06, 2023
BUY
$427.76 - $460.18 $293,871 - $316,143
687 Added 25.44%
3,388 $1.45 Million
Q1 2023

Apr 28, 2023
SELL
$381.13 - $418.66 $56,407 - $61,961
-148 Reduced 5.19%
2,701 $1.11 Million
Q4 2022

Feb 13, 2023
BUY
$357.98 - $409.32 $121,713 - $139,168
340 Added 13.55%
2,849 $1.09 Million
Q3 2022

Nov 04, 2022
SELL
$358.65 - $432.04 $8,607 - $10,368
-24 Reduced 0.95%
2,509 $900,000
Q2 2022

Nov 03, 2022
BUY
$366.99 - $458.8 $929,585 - $1.16 Million
2,533 New
2,533 $961,000
Q1 2022

Nov 18, 2022
SELL
$418.06 - $479.84 $47,240 - $54,221
-113 Reduced 4.5%
2,396 $1.09 Million
Q4 2021

Dec 27, 2022
BUY
$430.29 - $479.53 $64,543 - $71,929
150 Added 5.98%
2,659 $1.27 Million

About ISHARES CORE S&P 500 ETF

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