Ehrlich Financial Group Ishares Core S&P 500 ETF Transaction History

Ehrlich Financial Group

$168 Billion
Q3 2025

A detailed history of Ehrlich Financial Group transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 2,915 shares of IVV stock, worth $1.97 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

2,915

Previous 3,078 5.3%

Holding current value

$1.97 Million

Previous $1.91 Billion 2.09%

% of portfolio

1.16%

Previous 1.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$620.67 - $670.08 $101,169 - $109,223	-163 Reduced 5.3%	2,915 $1.95 Billion
Q2 2025 Jul 08, 2025	SELL	$498.8 - $620.9 $88,287 - $109,899	-177 Reduced 5.44%	3,078 $1.91 Billion
Q1 2025 Apr 11, 2025	SELL	$554.06 - $615.85 $757,400 - $841,866	-1,367 Reduced 29.58%	3,255 $1.83 Billion
Q4 2024 Jan 13, 2025	BUY	$570.51 - $610.59 $324,049 - $346,815	568 Added 14.01%	4,622 $2.72 Billion
Q3 2024 Oct 07, 2024	BUY	$520.18 - $576.82 $378,170 - $419,348	727 Added 21.85%	4,054 $2.34 Billion

Q2 2024 Jul 12, 2024	BUY	$497.53 - $549.64 $103,486 - $114,325	208 Added 6.67%	3,327 $1.82 Billion
Q1 2024 Apr 15, 2024	SELL	$469.56 - $525.73 $2.32 Million - $2.6 Million	-4,941 Reduced 61.3%	3,119 $1.64 Billion
Q4 2023 Feb 13, 2024	BUY	$412.55 - $479.0 $3.33 Million - $3.86 Million	8,060 New	8,060 $3.85 Billion

Others Institutions Holding IVV

# of Institutions

4,137

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Account

Ehrlich Financial Group Ishares Core S&P 500 ETF Transaction History