Schechter Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 5,967 shares of IVV stock, worth $4.03 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

5,967

Previous 2,925 104.0%

Holding current value

$4.03 Million

Previous $1.72 Million 94.77%

% of portfolio

0.39%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$554.06 - $615.85 $1.69 Million - $1.87 Million	3,042 Added 104.0%	5,967 $3.35 Million
Q4 2024 Feb 06, 2025	BUY	$570.51 - $610.59 $56,480 - $60,448	99 Added 3.5%	2,925 $1.72 Million
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $42,134 - $46,722	-81 Reduced 2.79%	2,826 $1.63 Million
Q2 2024 Aug 12, 2024	SELL	$497.53 - $549.64 $3,482 - $3,847	-7 Reduced 0.24%	2,907 $1.59 Million
Q1 2024 May 06, 2024	SELL	$469.56 - $525.73 $241,353 - $270,225	-514 Reduced 14.99%	2,914 $1.53 Million

Q4 2023 Jan 17, 2024	BUY	$412.55 - $479.0 $16,502 - $19,160	40 Added 1.18%	3,428 $1.64 Million
Q3 2023 Nov 06, 2023	BUY	$427.76 - $460.18 $293,871 - $316,143	687 Added 25.44%	3,388 $1.45 Million
Q1 2023 Apr 28, 2023	SELL	$381.13 - $418.66 $56,407 - $61,961	-148 Reduced 5.19%	2,701 $1.11 Million
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $121,713 - $139,168	340 Added 13.55%	2,849 $1.09 Million
Q3 2022 Nov 04, 2022	SELL	$358.65 - $432.04 $8,607 - $10,368	-24 Reduced 0.95%	2,509 $900,000
Q2 2022 Nov 03, 2022	BUY	$366.99 - $458.8 $929,585 - $1.16 Million	2,533 New	2,533 $961,000
Q1 2022 Nov 18, 2022	SELL	$418.06 - $479.84 $47,240 - $54,221	-113 Reduced 4.5%	2,396 $1.09 Million
Q4 2021 Dec 27, 2022	BUY	$430.29 - $479.53 $64,543 - $71,929	150 Added 5.98%	2,659 $1.27 Million

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

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Schechter Investment Advisors, LLC Ishares Core S&P 500 ETF Transaction History