Fiduciary Group LLC Ishares Core S&P 500 ETF Transaction History

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025

A detailed history of Fiduciary Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fiduciary Group LLC holds 8,153 shares of IVV stock, worth $5.51 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,153
Previous 8,134 0.23%
Holding current value
$5.51 Million
Previous $5.05 Million 8.04%
% of portfolio
0.49%
Previous 0.49%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$620.67 - $670.08 $11,792 - $12,731
19 Added 0.23%
8,153 $5.46 Million
Q2 2025

Aug 13, 2025
SELL
$498.8 - $620.9 $144,652 - $180,061
-290 Reduced 3.44%
8,134 $5.05 Million
Q1 2025

Apr 28, 2025
SELL
$554.06 - $615.85 $10,527 - $11,701
-19 Reduced 0.23%
8,424 $4.73 Million
Q4 2024

Feb 11, 2025
SELL
$570.51 - $610.59 $227,633 - $243,625
-399 Reduced 4.51%
8,443 $4.97 Million
Q3 2024

Nov 13, 2024
SELL
$520.18 - $576.82 $24,448 - $27,110
-47 Reduced 0.53%
8,842 $5.1 Million
Q2 2024

Aug 08, 2024
SELL
$497.53 - $549.64 $7,462 - $8,244
-15 Reduced 0.17%
8,889 $4.86 Million
Q1 2024

May 13, 2024
SELL
$469.56 - $525.73 $5,634 - $6,308
-12 Reduced 0.13%
8,904 $4.68 Million
Q4 2023

Feb 05, 2024
SELL
$412.55 - $479.0 $68,070 - $79,035
-165 Reduced 1.82%
8,916 $4.26 Million
Q3 2023

Nov 13, 2023
SELL
$427.76 - $460.18 $4,277 - $4,601
-10 Reduced 0.11%
9,081 $3.9 Million
Q2 2023

Jul 27, 2023
SELL
$406.17 - $445.71 $6,904 - $7,577
-17 Reduced 0.19%
9,091 $4.05 Million
Q1 2023

May 15, 2023
SELL
$381.13 - $418.66 $6,479 - $7,117
-17 Reduced 0.19%
9,091 $3.74 Million
Q1 2023

May 15, 2023
SELL
$381.13 - $418.66 $13,720 - $15,071
-36 Reduced 0.39%
9,108 $3.74 Million
Q4 2022

Feb 07, 2023
SELL
$357.98 - $409.32 $19,330 - $22,103
-54 Reduced 0.59%
9,144 $3.51 Million
Q3 2022

Nov 14, 2022
SELL
$358.65 - $432.04 $68,860 - $82,951
-192 Reduced 2.04%
9,198 $3.65 Million
Q2 2022

Aug 12, 2022
SELL
$366.99 - $458.8 $91,747 - $114,700
-250 Reduced 2.59%
9,390 $3.56 Million
Q1 2022

May 13, 2022
BUY
$418.06 - $479.84 $173,494 - $199,133
415 Added 4.5%
9,640 $3.8 Million
Q4 2021

Feb 14, 2022
BUY
$430.29 - $479.53 $41,738 - $46,514
97 Added 1.06%
9,225 $4.4 Million
Q3 2021

Oct 27, 2021
BUY
$426.8 - $455.27 $17,072 - $18,210
40 Added 0.44%
9,128 $4.18 Million
Q1 2021

May 03, 2021
SELL
$370.22 - $398.75 $53,681 - $57,818
-145 Reduced 1.57%
9,088 $3.81 Million
Q4 2020

Feb 12, 2021
SELL
$327.62 - $375.39 $42,918 - $49,176
-131 Reduced 1.4%
9,233 $3.62 Million
Q3 2020

Nov 12, 2020
BUY
$311.81 - $359.24 $28,998 - $33,409
93 Added 1.0%
9,364 $3.15 Million
Q2 2020

Aug 14, 2020
SELL
$246.8 - $324.4 $196,452 - $258,222
-796 Reduced 7.91%
9,271 $2.87 Million
Q1 2020

May 11, 2020
BUY
$224.65 - $339.88 $91,881 - $139,010
409 Added 4.23%
10,067 $2.6 Million
Q4 2019

Feb 14, 2020
SELL
$289.63 - $324.32 $49,816 - $55,783
-172 Reduced 1.75%
9,658 $3.12 Million
Q3 2019

Nov 13, 2019
SELL
$285.57 - $303.77 $68,251 - $72,601
-239 Reduced 2.37%
9,830 $2.93 Million
Q2 2019

Aug 05, 2019
BUY
$276.38 - $296.02 $29,849 - $31,970
108 Added 1.08%
10,069 $2.97 Million
Q1 2019

May 08, 2019
BUY
$245.43 - $286.57 $177,445 - $207,190
723 Added 7.83%
9,961 $2.84 Million
Q4 2018

Feb 13, 2019
SELL
$236.09 - $293.95 $3,777 - $4,703
-16 Reduced 0.17%
9,238 $2.32 Million
Q3 2018

Oct 18, 2018
SELL
$272.73 - $295.76 $31,636 - $34,308
-116 Reduced 1.24%
9,254 $2.71 Million
Q2 2018

Aug 02, 2018
BUY
$259.21 - $280.89 $5,443 - $5,898
21 Added 0.22%
9,370 $2.56 Million
Q1 2018

May 14, 2018
SELL
$259.62 - $288.66 $65,683 - $73,030
-253 Reduced 2.63%
9,349 $2.48 Million
Q4 2017

Feb 02, 2018
SELL
$253.97 - $271.47 $30,984 - $33,119
-122 Reduced 1.25%
9,602 $2.58 Million
Q3 2017

Nov 13, 2017
BUY
$246.18 - $253.1 $2.39 Million - $2.46 Million
9,724
9,724 $2.46 Million

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

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