Neumann Capital Management, LLC Ishares Core S&P 500 ETF Transaction History

Neumann Capital Management, LLC

$339 Million
Q4 2025

A detailed history of Neumann Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 600 shares of IVV stock, worth $405,185. This represents 0.12% of its overall portfolio holdings.

Number of Shares

600

Previous 600 -0.0%

Holding current value

$405,185

Previous $401,000 1.0%

% of portfolio

0.12%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$498.8 - $620.9 $42,398 - $52,776	-85 Reduced 12.41%	600 $372,000
Q1 2024 May 08, 2024	SELL	$469.56 - $525.73 $93,912 - $105,146	-200 Reduced 22.6%	685 $360,000
Q4 2022 Feb 06, 2023	BUY	$357.98 - $409.32 $30,428 - $34,792	85 Added 10.63%	885 $340,000
Q3 2022 Nov 14, 2022	SELL	$358.65 - $432.04 $5,379 - $6,480	-15 Reduced 1.84%	800 $287,000
Q1 2022 May 09, 2022	BUY	$418.06 - $479.84 $6,270 - $7,197	15 Added 1.88%	815 $370,000

Q3 2017 Nov 14, 2017	BUY	$246.18 - $253.1 $196,944 - $202,480	800	800 $202,000

Others Institutions Holding IVV

# of Institutions

4,149

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

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Neumann Capital Management, LLC Ishares Core S&P 500 ETF Transaction History