Novak & Powell Financial Services, Inc. Ishares Core S&P 500 ETF Transaction History

Novak & Powell Financial Services, Inc.

$190 Billion
Q3 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 885 shares of IVV stock, worth $597,649. This represents 0.31% of its overall portfolio holdings.

Number of Shares

885

Previous 557 58.89%

Holding current value

$597,649

Previous $346 Million 71.39%

% of portfolio

0.31%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$620.67 - $670.08 $203,579 - $219,786	328 Added 58.89%	885 $592 Million
Q2 2025 Aug 11, 2025	BUY	$498.8 - $620.9 $498 - $620	1 Added 0.18%	557 $346 Million
Q1 2025 May 14, 2025	BUY	$554.06 - $615.85 $308,057 - $342,412	556 New	556 $313 Million
Q3 2024 Nov 14, 2024	SELL	$520.18 - $576.82 $60,861 - $67,487	-117 Reduced 10.34%	1,015 $586 Million
Q2 2024 Aug 15, 2024	BUY	$497.53 - $549.64 $213,440 - $235,795	429 Added 61.02%	1,132 $619 Million

Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $122,085 - $136,689	260 Added 58.69%	703 $370 Million
Q4 2023 Feb 21, 2024	BUY	$412.55 - $479.0 $182,759 - $212,197	443 New	443 $210 Million

Others Institutions Holding IVV

# of Institutions

4,136

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 Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.

Account

Novak & Powell Financial Services, Inc. Ishares Core S&P 500 ETF Transaction History