Highland Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Highland Financial Advisors, LLC

  • $346 Million
  • Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 828 shares of IVV stock, worth $559,156. This represents 0.16% of its overall portfolio holdings.

Number of Shares
828
Previous 684 21.05%
Holding current value
$559,156
Previous $424,000 30.66%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 22, 2025
BUY
$620.67 - $670.08 $89,376 - $96,491
144 Added 21.05%
828 $554,000
Q4 2024

Jan 30, 2025
BUY
$570.51 - $610.59 $71,313 - $76,323
125 Added 22.36%
684 $403,000
Q3 2024

Oct 30, 2024
BUY
$520.18 - $576.82 $290,780 - $322,442
559 New
559 $322,000

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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