Private Client Services, LLC Ishares Core S&P 500 ETF Transaction History

Private Client Services, LLC

$320 Billion
Q4 2025

A detailed history of Private Client Services, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Private Client Services, LLC holds 52,949 shares of IVV stock, worth $35.8 Million. This represents 11.33% of its overall portfolio holdings.

Number of Shares

52,949

Previous 46,357 14.22%

Holding current value

$35.8 Million

Previous $31 Billion 16.89%

% of portfolio

11.33%

Previous 10.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$656.2 - $690.71 $4.33 Million - $4.55 Million	6,592 Added 14.22%	52,949 $36.3 Billion
Q3 2025 Oct 14, 2025	BUY	$620.67 - $670.08 $6.52 Million - $7.04 Million	10,499 Added 29.28%	46,357 $31 Billion
Q2 2025 Jul 01, 2025	BUY	$498.8 - $620.9 $6.01 Million - $7.49 Million	12,056 Added 50.65%	35,858 $22.3 Billion
Q1 2025 Apr 08, 2025	BUY	$554.06 - $615.85 $4.55 Million - $5.05 Million	8,205 Added 52.61%	23,802 $13.4 Billion
Q4 2024 Jan 08, 2025	SELL	$570.51 - $610.59 $2.19 Million - $2.35 Million	-3,846 Reduced 19.78%	15,597 $9.18 Billion

Q3 2024 Oct 03, 2024	BUY	$520.18 - $576.82 $814,601 - $903,300	1,566 Added 8.76%	19,443 $11.2 Billion
Q2 2024 Jul 29, 2024	BUY	$497.53 - $549.64 $292,050 - $322,638	587 Added 3.4%	17,877 $9.78 Billion
Q1 2024 May 10, 2024	BUY	$469.56 - $525.73 $2.43 Million - $2.73 Million	5,184 Added 42.82%	17,290 $9.09 Billion
Q4 2023 Jan 30, 2024	BUY	$412.55 - $479.0 $4.99 Million - $5.8 Million	12,106 New	12,106 $5.78 Billion

Others Institutions Holding IVV

# of Institutions

4,184

Shares Held

798M

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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Private Client Services, LLC Ishares Core S&P 500 ETF Transaction History