A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 9,718 shares of IVV stock, worth $5.68 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
9,718
Previous 9,714 0.04%
Holding current value
$5.68 Million
Previous $5.32 Million 5.46%
% of portfolio
2.17%
Previous 2.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$520.18 - $576.82 $2,080 - $2,307
4 Added 0.04%
9,718 $5.61 Million
Q2 2024

Aug 07, 2024

BUY
$497.53 - $549.64 $133,835 - $147,853
269 Added 2.85%
9,714 $5.32 Million
Q1 2024

May 13, 2024

SELL
$469.56 - $525.73 $231,023 - $258,659
-492 Reduced 4.95%
9,445 $4.97 Million
Q4 2023

Feb 02, 2024

SELL
$412.55 - $479.0 $119,639 - $138,910
-290 Reduced 2.84%
9,937 $4.75 Million
Q3 2023

Nov 08, 2023

SELL
$427.76 - $460.18 $305,420 - $328,568
-714 Reduced 6.53%
10,227 $4.39 Million
Q2 2023

Jul 28, 2023

SELL
$406.17 - $445.71 $67,830 - $74,433
-167 Reduced 1.5%
10,941 $4.88 Million
Q1 2023

May 02, 2023

SELL
$381.13 - $418.66 $44,592 - $48,983
-117 Reduced 1.04%
11,108 $4.57 Million
Q4 2022

Feb 03, 2023

SELL
$357.98 - $409.32 $115,985 - $132,619
-324 Reduced 2.81%
11,225 $4.31 Million
Q3 2022

Nov 01, 2022

BUY
$358.65 - $432.04 $88,586 - $106,713
247 Added 2.19%
11,549 $4.14 Million
Q2 2022

Aug 01, 2022

BUY
$366.99 - $458.8 $452,131 - $565,241
1,232 Added 12.23%
11,302 $4.29 Million
Q1 2022

May 06, 2022

SELL
$418.06 - $479.84 $33,862 - $38,867
-81 Reduced 0.8%
10,070 $4.57 Million
Q4 2021

Feb 04, 2022

BUY
$430.29 - $479.53 $4.37 Million - $4.87 Million
10,151 New
10,151 $4.84 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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