Financial & Tax Architects, LLC Ishares Core S&P 500 ETF Transaction History

Financial & Tax Architects, LLC

$445 Billion
Q4 2025

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 625 shares of IVV stock, worth $422,068. This represents 0.1% of its overall portfolio holdings.

Number of Shares

625

Previous 663 5.73%

Holding current value

$422,068

Previous $444 Million 3.62%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$656.2 - $690.71 $24,935 - $26,246	-38 Reduced 5.73%	625 $428 Million
Q3 2025 Nov 05, 2025	SELL	$620.67 - $670.08 $16,137 - $17,422	-26 Reduced 3.77%	663 $444 Million
Q2 2025 Aug 13, 2025	SELL	$498.8 - $620.9 $325,217 - $404,826	-652 Reduced 48.62%	689 $428 Million
Q1 2025 May 06, 2025	BUY	$554.06 - $615.85 $180,623 - $200,767	326 Added 32.12%	1,341 $753 Million
Q4 2024 Jan 15, 2025	SELL	$570.51 - $610.59 $491,209 - $525,717	-861 Reduced 45.9%	1,015 $598 Million

Q3 2024 Nov 13, 2024	BUY	$520.18 - $576.82 $975,857 - $1.08 Million	1,876 New	1,876 $1.08 Billion

Others Institutions Holding IVV

# of Institutions

4,179

Shares Held

798M

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

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Financial & Tax Architects, LLC Ishares Core S&P 500 ETF Transaction History