Marshall Financial Group LLC Ishares Core S&P 500 ETF Transaction History

Marshall Financial Group LLC

$449 Million
Q1 2025

A detailed history of Marshall Financial Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 1,708 shares of IVV stock, worth $922,644. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,708

Previous 1,974 13.48%

Holding current value

$922,644

Previous $1.16 Million 17.47%

% of portfolio

0.21%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$554.06 - $615.85 $147,379 - $163,816	-266 Reduced 13.48%	1,708 $959,000
Q4 2024 Jan 21, 2025	SELL	$570.51 - $610.59 $6,275 - $6,716	-11 Reduced 0.55%	1,974 $1.16 Million
Q3 2024 Oct 16, 2024	BUY	$520.18 - $576.82 $567,516 - $629,310	1,091 Added 122.04%	1,985 $1.14 Million
Q2 2024 Jul 19, 2024	BUY	$497.53 - $549.64 $54,728 - $60,460	110 Added 14.03%	894 $489,000
Q1 2024 Apr 19, 2024	SELL	$469.56 - $525.73 $471,438 - $527,832	-1,004 Reduced 56.15%	784 $412,000
Q4 2023 Jan 10, 2024	SELL	$412.55 - $479.0 $196,786 - $228,483	-477 Reduced 21.06%	1,788 $854,000
Q3 2023 Oct 19, 2023	BUY	$427.76 - $460.18 $968,876 - $1.04 Million	2,265 New	2,265 $972,000
Q2 2022 Jul 25, 2022	SELL	$366.99 - $458.8 $720,401 - $900,624	-1,963 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$418.06 - $479.84 $820,651 - $941,925	1,963 New	1,963 $891,000

Others Institutions Holding IVV

# of Institutions

3,884

Shares Held

759M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Marshall Financial Group LLC Ishares Core S&P 500 ETF Transaction History