D. Scott Neal, Inc. Ishares Core S&P 500 ETF Transaction History

D. Scott Neal, Inc.

$182 Million
Q4 2024

A detailed history of D. Scott Neal, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 2,237 shares of IVV stock, worth $1.25 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

2,237

Previous 1,877 19.18%

Holding current value

$1.25 Million

Previous $1.08 Million 21.63%

% of portfolio

0.72%

Previous 0.57%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$570.51 - $610.59 $205,383 - $219,812	360 Added 19.18%	2,237 $1.32 Million
Q1 2024 Apr 11, 2024	BUY	$469.56 - $525.73 $3,286 - $3,680	7 Added 0.37%	1,877 $986,000
Q4 2023 Jan 17, 2024	SELL	$412.55 - $479.0 $276,408 - $320,930	-670 Reduced 26.38%	1,870 $893,000
Q3 2023 Oct 11, 2023	BUY	$427.76 - $460.18 $286,599 - $308,320	670 Added 35.83%	2,540 $1.09 Million
Q2 2023 Jul 17, 2023	BUY	$406.17 - $445.71 $26,401 - $28,971	65 Added 3.6%	1,870 $833,000
Q3 2022 Oct 27, 2022	SELL	$358.65 - $432.04 $15,421 - $18,577	-43 Reduced 2.33%	1,805 $647,000
Q2 2022 Jul 11, 2022	SELL	$366.99 - $458.8 $7.49 Million - $9.36 Million	-20,404 Reduced 91.7%	1,848 $701,000
Q1 2022 May 04, 2022	SELL	$418.06 - $479.84 $144,230 - $165,544	-345 Reduced 1.53%	22,252 $10.1 Million
Q4 2021 Jan 21, 2022	BUY	$430.29 - $479.53 $1.12 Million - $1.25 Million	2,610 Added 13.06%	22,597 $10.8 Million
Q3 2021 Nov 04, 2021	BUY	$426.8 - $455.27 $124,625 - $132,938	292 Added 1.48%	19,987 $8.61 Million
Q2 2021 Aug 02, 2021	BUY	$402.08 - $429.92 $165,254 - $176,697	411 Added 2.13%	19,695 $8.47 Million
Q1 2021 Apr 30, 2021	BUY	$370.22 - $398.75 $2,591 - $2,791	7 Added 0.04%	19,284 $7.67 Million
Q4 2020 Feb 05, 2021	BUY	$327.62 - $375.39 $5.79 Million - $6.63 Million	17,658 Added 1090.67%	19,277 $7.24 Million
Q3 2020 Oct 15, 2020	SELL	$311.81 - $359.24 $72,651 - $83,702	-233 Reduced 12.58%	1,619 $544,000
Q2 2020 Jul 16, 2020	SELL	$246.8 - $324.4 $19.2 Million - $25.2 Million	-77,808 Reduced 97.68%	1,852 $573,000
Q1 2020 Apr 27, 2020	BUY	$224.65 - $339.88 $11.6 Million - $17.5 Million	51,495 Added 182.83%	79,660 $20.6 Million
Q4 2019 Jan 16, 2020	SELL	$289.63 - $324.32 $558,696 - $625,613	-1,929 Reduced 6.41%	28,165 $9.1 Million
Q3 2019 Oct 16, 2019	BUY	$285.57 - $303.77 $8.59 Million - $9.14 Million	30,094 New	30,094 $8.98 Million
Q2 2018 Aug 15, 2018	SELL	$259.21 - $280.89 $3.13 Million - $3.39 Million	-12,084 Closed	0 $0
Q1 2018 Apr 19, 2018	BUY	$259.62 - $288.66 $62,568 - $69,567	241 Added 2.03%	12,084 $3.21 Million
Q4 2017 Feb 16, 2018	SELL	$253.97 - $271.47 $1.2 Million - $1.28 Million	-4,719 Reduced 28.49%	11,843 $3.18 Million
Q3 2017 Oct 18, 2017	BUY	$246.18 - $253.1 $4.08 Million - $4.19 Million	16,562	16,562 $4.19 Million

Others Institutions Holding IVV

# of Institutions

3,875

Shares Held

752M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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