Means Investment Co., Inc. Ishares Core S&P 500 ETF Transaction History

Means Investment Co., Inc.

$1.12 Billion
Q4 2025

A detailed history of Means Investment Co., Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Means Investment Co., Inc. holds 2,063 shares of IVV stock, worth $1.39 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,063

Previous 2,137 3.46%

Holding current value

$1.39 Million

Previous $1.43 Million 2.59%

% of portfolio

0.12%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$656.2 - $690.71 $48,558 - $51,112	-74 Reduced 3.46%	2,063 $1.39 Million
Q3 2025 Nov 06, 2025	SELL	$620.67 - $670.08 $96,203 - $103,862	-155 Reduced 6.76%	2,137 $1.43 Million
Q2 2025 Jul 25, 2025	BUY	$498.8 - $620.9 $27,434 - $34,149	55 Added 2.46%	2,292 $1.42 Million
Q1 2025 Apr 21, 2025	SELL	$554.06 - $615.85 $49,865 - $55,426	-90 Reduced 3.87%	2,237 $1.26 Million
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $570 - $610	1 Added 0.04%	2,327 $1.37 Million

Q3 2024 Oct 18, 2024	BUY	$520.18 - $576.82 $87,910 - $97,482	169 Added 7.83%	2,326 $1.34 Million
Q2 2024 Jul 19, 2024	SELL	$497.53 - $549.64 $2,487 - $2,748	-5 Reduced 0.23%	2,157 $1.18 Million
Q1 2024 Apr 17, 2024	BUY	$469.56 - $525.73 $6,573 - $7,360	14 Added 0.65%	2,162 $1.14 Million
Q4 2023 Jan 25, 2024	BUY	$412.55 - $479.0 $412 - $479	1 Added 0.05%	2,148 $1.03 Million
Q3 2023 Oct 25, 2023	BUY	$427.76 - $460.18 $135,599 - $145,877	317 Added 17.32%	2,147 $921,000
Q2 2023 Jul 31, 2023	BUY	$406.17 - $445.71 $2,030 - $2,228	5 Added 0.27%	1,830 $815,000
Q1 2023 May 08, 2023	BUY	$381.13 - $418.66 $60,218 - $66,148	158 Added 9.48%	1,825 $750,000
Q4 2022 Jan 27, 2023	BUY	$357.98 - $409.32 $15,035 - $17,191	42 Added 2.58%	1,667 $0
Q3 2022 Oct 17, 2022	SELL	$358.65 - $432.04 $2,510 - $3,024	-7 Reduced 0.43%	1,625 $583,000
Q2 2022 Jul 21, 2022	BUY	$366.99 - $458.8 $17,615 - $22,022	48 Added 3.03%	1,632 $619,000
Q1 2022 Apr 26, 2022	BUY	$418.06 - $479.84 $1,672 - $1,919	4 Added 0.25%	1,584 $719,000
Q4 2021 Feb 14, 2022	BUY	$430.29 - $479.53 $2,151 - $2,397	5 Added 0.32%	1,580 $754,000
Q3 2021 Nov 12, 2021	BUY	$426.8 - $455.27 $2,134 - $2,276	5 Added 0.32%	1,575 $679,000
Q2 2021 Aug 10, 2021	BUY	$402.08 - $429.92 $1,608 - $1,719	4 Added 0.26%	1,570 $675,000
Q1 2021 Apr 05, 2021	BUY	$370.22 - $398.75 $1,480 - $1,595	4 Added 0.26%	1,566 $623,000
Q4 2020 Feb 12, 2021	BUY	$327.62 - $375.39 $1,965 - $2,252	6 Added 0.39%	1,562 $613,000
Q3 2020 Nov 09, 2020	SELL	$311.81 - $359.24 $21,826 - $25,146	-70 Reduced 4.31%	1,556 $547,000
Q2 2020 Aug 13, 2020	SELL	$246.8 - $324.4 $35,786 - $47,038	-145 Reduced 8.19%	1,626 $543,000
Q1 2020 Apr 23, 2020	BUY	$224.65 - $339.88 $52,792 - $79,871	235 Added 15.3%	1,771 $496,000
Q4 2019 Jan 21, 2020	BUY	$289.63 - $324.32 $98,184 - $109,944	339 Added 28.32%	1,536 $512,000
Q3 2019 Nov 05, 2019	BUY	$285.57 - $303.77 $1,427 - $1,518	5 Added 0.42%	1,197 $370,000
Q2 2019 Aug 07, 2019	SELL	$276.38 - $296.02 $12,989 - $13,912	-47 Reduced 3.79%	1,192 $356,000
Q1 2019 Apr 16, 2019	BUY	$245.43 - $286.57 $304,087 - $355,060	1,239 New	1,239 $353,000

Others Institutions Holding IVV

# of Institutions

4,202

Shares Held

795M

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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Means Investment Co., Inc. Ishares Core S&P 500 ETF Transaction History