Houlihan Financial Resource Group, Ltd. Ishares Core S&P 500 ETF Transaction History

Houlihan Financial Resource Group, Ltd.

$114 Million
Q3 2025

A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 5,385 shares of IVV stock, worth $3.64 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

5,385

Previous 10,357 48.01%

Holding current value

$3.64 Million

Previous $6.51 Million 44.6%

% of portfolio

3.17%

Previous 2.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$620.67 - $670.08 $3.09 Million - $3.33 Million	-4,972 Reduced 48.01%	5,385 $3.6 Million
Q2 2025 Aug 13, 2025	SELL	$498.8 - $620.9 $72,326 - $90,030	-145 Reduced 1.38%	10,357 $6.51 Million
Q1 2025 May 12, 2025	BUY	$554.06 - $615.85 $1,108 - $1,231	2 Added 0.02%	10,502 $5.9 Million
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $73,025 - $78,155	-128 Reduced 1.2%	10,500 $6.18 Million
Q3 2024 Nov 01, 2024	BUY	$520.18 - $576.82 $5.53 Million - $6.13 Million	10,628 New	10,628 $6.13 Million

Q1 2024 May 06, 2024	SELL	$469.56 - $525.73 $10,799 - $12,091	-23 Reduced 0.22%	10,666 $5.61 Million
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $412 - $479	1 Added 0.01%	10,689 $5.11 Million
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $4.57 Million - $4.92 Million	10,688 New	10,688 $4.54 Million
Q1 2023 May 11, 2023	SELL	$381.13 - $418.66 $39,637 - $43,540	-104 Reduced 0.96%	10,685 $4.39 Million
Q4 2022 Feb 14, 2023	BUY	$357.98 - $409.32 $715 - $818	2 Added 0.02%	10,789 $4.24 Million
Q3 2022 Dec 13, 2022	SELL	$358.65 - $432.04 $165,337 - $199,170	-461 Reduced 4.1%	10,787 $4.06 Million
Q3 2020 Nov 13, 2020	SELL	$311.81 - $359.24 $10,913 - $12,573	-35 Reduced 0.31%	11,248 $4.03 Million
Q1 2020 May 01, 2020	SELL	$224.65 - $339.88 $22,465 - $33,988	-100 Reduced 0.88%	11,283 $2.92 Million
Q4 2019 Feb 11, 2020	BUY	$289.63 - $324.32 $3.3 Million - $3.69 Million	11,383 New	11,383 $3.68 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

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Houlihan Financial Resource Group, Ltd. Ishares Core S&P 500 ETF Transaction History