Lehman & Derafelo Financial Resources LLC Ishares Core S&P 500 ETF Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 12,336 shares of IVV stock, worth $7.56 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

12,336

Previous 24,081 48.77%

Holding current value

$7.56 Million

Previous $8.64 Million 45.13%

% of portfolio

1.41%

Previous 2.72%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$357.98 - $409.32 $4.2 Million - $4.81 Million	-11,745 Reduced 48.77%	12,336 $0
Q3 2022 Oct 21, 2022	BUY	$358.65 - $432.04 $6.64 Million - $8 Million	18,525 Added 333.42%	24,081 $8.64 Million
Q1 2022 Apr 21, 2022	BUY	$418.06 - $479.84 $135,869 - $155,948	325 Added 6.21%	5,556 $2.52 Million
Q3 2021 Oct 28, 2021	SELL	$426.8 - $455.27 $9.24 Million - $9.86 Million	-21,652 Reduced 80.54%	5,231 $2.25 Million
Q2 2021 Jul 19, 2021	BUY	$402.08 - $429.92 $10,052 - $10,748	25 Added 0.09%	26,883 $11.6 Million
Q2 2020 Jul 30, 2020	SELL	$246.8 - $324.4 $1.44 Million - $1.9 Million	-5,853 Reduced 17.89%	26,858 $8.32 Million
Q1 2020 May 13, 2020	BUY	$224.65 - $339.88 $28,081 - $42,485	125 Added 0.38%	32,711 $8.45 Million
Q2 2019 Aug 14, 2019	SELL	$276.38 - $296.02 $9,120 - $9,768	-33 Reduced 0.1%	32,586 $9.78 Million
Q1 2019 May 14, 2019	BUY	$245.43 - $286.57 $2,699 - $3,152	11 Added 0.03%	32,619 $9.28 Million
Q4 2018 Feb 14, 2019	BUY	$236.09 - $293.95 $7.7 Million - $9.59 Million	32,608 New	32,608 $8.21 Million

Others Institutions Holding IVV

# of Institutions

3,751

Shares Held

730M

Call Options Held

1.48M

Put Options Held

1.18M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Lehman & Derafelo Financial Resources LLC Ishares Core S&P 500 ETF Transaction History