Moller Financial Services Ishares Core S&P 500 ETF Transaction History

Moller Financial Services

$479 Million
Q3 2025

A detailed history of Moller Financial Services transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Moller Financial Services holds 39,224 shares of IVV stock, worth $26.5 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares

39,224

Previous 40,448 3.03%

Holding current value

$26.5 Million

Previous $25.1 Million 4.53%

% of portfolio

5.48%

Previous 5.55%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$620.67 - $670.08 $759,700 - $820,177	-1,224 Reduced 3.03%	39,224 $26.3 Million
Q2 2025 Jul 10, 2025	BUY	$498.8 - $620.9 $459,893 - $572,469	922 Added 2.33%	40,448 $25.1 Million
Q1 2025 Apr 09, 2025	BUY	$554.06 - $615.85 $595,614 - $662,038	1,075 Added 2.8%	39,526 $22.1 Million
Q4 2024 Jan 07, 2025	SELL	$570.51 - $610.59 $1.2 Million - $1.28 Million	-2,101 Reduced 5.18%	38,451 $22.6 Million
Q3 2024 Oct 09, 2024	SELL	$520.18 - $576.82 $126,403 - $140,167	-243 Reduced 0.6%	40,552 $23.4 Million

Q2 2024 Jul 01, 2024	BUY	$497.53 - $549.64 $1.27 Million - $1.4 Million	2,549 Added 6.66%	40,795 $22.3 Million
Q1 2024 Apr 11, 2024	SELL	$469.56 - $525.73 $854,129 - $956,302	-1,819 Reduced 4.54%	38,246 $20.1 Million
Q4 2023 Jan 10, 2024	BUY	$412.55 - $479.0 $498,360 - $578,632	1,208 Added 3.11%	40,065 $19.1 Million
Q3 2023 Oct 16, 2023	SELL	$427.76 - $460.18 $601,858 - $647,473	-1,407 Reduced 3.49%	38,857 $16.7 Million
Q2 2023 Jul 17, 2023	SELL	$406.17 - $445.71 $422,416 - $463,538	-1,040 Reduced 2.52%	40,264 $17.9 Million
Q1 2023 Apr 17, 2023	BUY	$381.13 - $418.66 $493,944 - $542,583	1,296 Added 3.24%	41,304 $17 Million
Q4 2022 Jan 18, 2023	BUY	$357.98 - $409.32 $693,765 - $793,262	1,938 Added 5.09%	40,008 $0
Q3 2022 Oct 20, 2022	BUY	$358.65 - $432.04 $21,877 - $26,354	61 Added 0.16%	38,070 $13.7 Million
Q2 2022 Jul 21, 2022	BUY	$366.99 - $458.8 $196,339 - $245,458	535 Added 1.43%	38,009 $14.4 Million
Q1 2022 Apr 14, 2022	SELL	$418.06 - $479.84 $7,525 - $8,637	-18 Reduced 0.05%	37,474 $17 Million
Q4 2021 Jan 20, 2022	SELL	$430.29 - $479.53 $435,883 - $485,763	-1,013 Reduced 2.63%	37,492 $17.9 Million
Q3 2021 Oct 20, 2021	SELL	$426.8 - $455.27 $95,603 - $101,980	-224 Reduced 0.58%	38,505 $16.6 Million
Q2 2021 Jul 22, 2021	BUY	$402.08 - $429.92 $14,474 - $15,477	36 Added 0.09%	38,729 $16.7 Million
Q1 2021 Apr 19, 2021	BUY	$370.22 - $398.75 $748,214 - $805,873	2,021 Added 5.51%	38,693 $15.4 Million
Q4 2020 Jan 11, 2021	SELL	$327.62 - $375.39 $129,737 - $148,654	-396 Reduced 1.07%	36,672 $13.8 Million
Q3 2020 Oct 19, 2020	SELL	$311.81 - $359.24 $955,074 - $1.1 Million	-3,063 Reduced 7.63%	37,068 $12.5 Million
Q2 2020 Jul 20, 2020	SELL	$246.8 - $324.4 $1.31 Million - $1.72 Million	-5,312 Reduced 11.69%	40,131 $12.4 Million
Q1 2020 Apr 20, 2020	SELL	$224.65 - $339.88 $678,667 - $1.03 Million	-3,021 Reduced 6.23%	45,443 $11.7 Million
Q4 2019 Jan 13, 2020	SELL	$289.63 - $324.32 $266,459 - $298,374	-920 Reduced 1.86%	48,464 $15.7 Million
Q3 2019 Oct 18, 2019	BUY	$285.57 - $303.77 $1.79 Million - $1.91 Million	6,283 Added 14.58%	49,384 $14.7 Million
Q2 2019 Jul 19, 2019	BUY	$276.38 - $296.02 $1.88 Million - $2.01 Million	6,791 Added 18.7%	43,101 $12.7 Million
Q1 2019 Apr 16, 2019	SELL	$245.43 - $286.57 $307,032 - $358,499	-1,251 Reduced 3.33%	36,310 $10.3 Million
Q4 2018 Jan 16, 2019	SELL	$236.09 - $293.95 $20.5 Million - $25.5 Million	-86,765 Reduced 69.79%	37,561 $9.73 Million
Q3 2018 Oct 17, 2018	SELL	$272.73 - $295.76 $1.77 Million - $1.92 Million	-6,477 Reduced 4.95%	124,326 $36.4 Million
Q2 2018 Aug 02, 2018	BUY	$259.21 - $280.89 $5.94 Million - $6.43 Million	22,906 Added 21.23%	130,803 $35.7 Million
Q1 2018 Apr 25, 2018	SELL	$259.62 - $288.66 $4.99 Million - $5.55 Million	-19,222 Reduced 15.12%	107,897 $28.6 Million
Q4 2017 Jan 19, 2018	BUY	$253.97 - $271.47 $315,176 - $336,894	1,241 Added 0.99%	127,119 $34.2 Million
Q3 2017 Oct 26, 2017	BUY	$246.18 - $253.1 $31 Million - $31.9 Million	125,878	125,878 $0

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.

Account

Moller Financial Services Ishares Core S&P 500 ETF Transaction History