Ss&H Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Ss&H Financial Advisors, Inc.

$324 Million
Q3 2025

A detailed history of Ss&H Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Ss&H Financial Advisors, Inc. holds 499 shares of IVV stock, worth $336,979. This represents 0.1% of its overall portfolio holdings.

Number of Shares

499

Previous 492 1.42%

Holding current value

$336,979

Previous $305,000 9.18%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$620.67 - $670.08 $4,344 - $4,690	7 Added 1.42%	499 $333,000
Q2 2025 Aug 05, 2025	SELL	$498.8 - $620.9 $91,280 - $113,624	-183 Reduced 27.11%	492 $305,000
Q1 2025 Apr 10, 2025	SELL	$554.06 - $615.85 $101,392 - $112,700	-183 Reduced 21.33%	675 $379,000
Q3 2024 Oct 09, 2024	BUY	$520.18 - $576.82 $65,542 - $72,679	126 Added 17.21%	858 $495,000
Q1 2023 May 04, 2023	BUY	$381.13 - $418.66 $278,987 - $306,459	732 New	732 $300,000

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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Ss&H Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History