A detailed history of Source Financial Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 37,852 shares of IVV stock, worth $21.6 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares
37,852
Previous 37,620 0.62%
Holding current value
$21.6 Million
Previous $20.6 Million 6.06%
% of portfolio
6.47%
Previous 6.34%

Shares

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

Nov 01, 2024

BUY
$520.18 - $576.82 $120,681 - $133,822
232 Added 0.62%
37,852 $21.8 Million
Q2 2024

Jul 17, 2024

SELL
$497.53 - $549.64 $2.08 Million - $2.29 Million
-4,173 Reduced 9.98%
37,620 $20.6 Million
Q1 2024

May 01, 2024

SELL
$469.56 - $525.73 $1.01 Million - $1.13 Million
-2,154 Reduced 4.9%
41,793 $22 Million
Q4 2023

Jan 11, 2024

BUY
$412.55 - $479.0 $561,893 - $652,398
1,362 Added 3.2%
43,947 $21 Million
Q3 2023

Oct 26, 2023

SELL
$427.76 - $460.18 $56,036 - $60,283
-131 Reduced 0.31%
42,585 $18.3 Million
Q2 2023

Jul 24, 2023

BUY
$406.17 - $445.71 $80,015 - $87,804
197 Added 0.46%
42,716 $19 Million
Q1 2023

Apr 20, 2023

BUY
$381.13 - $418.66 $3.54 Million - $3.89 Million
9,294 Added 27.97%
42,519 $17.5 Million
Q4 2022

Jan 31, 2023

BUY
$357.98 - $409.32 $72,669 - $83,091
203 Added 0.61%
33,225 $12.8 Million
Q3 2022

Nov 14, 2022

BUY
$358.65 - $432.04 $3.87 Million - $4.66 Million
10,792 Added 48.55%
33,022 $11.8 Million
Q2 2022

Aug 15, 2022

SELL
$366.99 - $458.8 $2.9 Million - $3.63 Million
-7,909 Reduced 26.24%
22,230 $8.43 Million
Q1 2022

May 16, 2022

SELL
$418.06 - $479.84 $664,297 - $762,465
-1,589 Reduced 5.01%
30,139 $13.7 Million
Q4 2021

Feb 14, 2022

BUY
$430.29 - $479.53 $762,043 - $849,247
1,771 Added 5.91%
31,728 $15.1 Million
Q3 2021

Nov 15, 2021

SELL
$426.8 - $455.27 $67,007 - $71,477
-157 Reduced 0.52%
29,957 $12.9 Million
Q2 2021

Aug 16, 2021

SELL
$402.08 - $429.92 $1.52 Million - $1.62 Million
-3,778 Reduced 11.15%
30,114 $12.9 Million
Q1 2021

May 17, 2021

BUY
$370.22 - $398.75 $567,547 - $611,283
1,533 Added 4.74%
33,892 $13.5 Million
Q4 2020

Feb 16, 2021

BUY
$327.62 - $375.39 $10.6 Million - $12.1 Million
32,359 New
32,359 $12.1 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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