Financial Insights, Inc. Ishares Core S&P 500 ETF Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 412 shares of IVV stock, worth $278,227. This represents 0.1% of its overall portfolio holdings.

Number of Shares

412

Previous 415 0.72%

Holding current value

$278,227

Previous $233,000 9.44%

% of portfolio

0.1%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$498.8 - $620.9 $1,496 - $1,862	-3 Reduced 0.72%	412 $255,000
Q1 2025 Apr 24, 2025	BUY	$554.06 - $615.85 $229,934 - $255,577	415 New	415 $233,000
Q1 2024 Apr 25, 2024	BUY	$469.56 - $525.73 $7,043 - $7,885	15 Added 1.17%	1,292 $679,000
Q4 2023 Jan 24, 2024	SELL	$412.55 - $479.0 $271,045 - $314,703	-657 Reduced 33.97%	1,277 $609,000
Q3 2023 Dec 06, 2023	SELL	$427.76 - $460.18 $697,676 - $750,553	-1,631 Reduced 56.09%	1,277 $548,000

Q2 2023 Jan 24, 2024	BUY	$406.17 - $445.71 $266,853 - $292,831	657 Added 51.45%	1,934 $862,000
Q1 2023 Apr 17, 2023	SELL	$381.13 - $418.66 $1.31 Million - $1.44 Million	-3,448 Reduced 54.25%	2,908 $1.2 Million
Q4 2022 Feb 09, 2023	BUY	$357.98 - $409.32 $1 Million - $1.14 Million	2,794 Added 78.44%	6,356 $2.44 Million
Q3 2022 Oct 26, 2022	BUY	$358.65 - $432.04 $1.28 Million - $1.54 Million	3,562 New	3,562 $1.28 Million

Others Institutions Holding IVV

# of Institutions

4,157

Shares Held

795M

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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

Financial Insights, Inc. Ishares Core S&P 500 ETF Transaction History