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

Moller Financial Services

  • $404 Million
  • Q1 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 39,526 shares of IVV stock, worth $21.4 Million. This represents 5.46% of its overall portfolio holdings.

Number of Shares
39,526
Previous 38,451 2.8%
Holding current value
$21.4 Million
Previous $22.6 Million 2.54%
% of portfolio
5.46%
Previous 5.96%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Moller Financial Services Portfolio

Follow Moller Financial Services and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email