Tpg Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Tpg Financial Advisors, LLC

  • $257 Million
  • Q3 2025

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 1,268 shares of IVV stock, worth $856,293. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,268
Previous 1,749 27.5%
Holding current value
$856,293
Previous $1.09 Million 21.84%
% of portfolio
0.33%
Previous 0.45%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$620.67 - $670.08 $298,542 - $322,308
-481 Reduced 27.5%
1,268 $848,000
Q2 2025

Jul 23, 2025
SELL
$498.8 - $620.9 $55,366 - $68,919
-111 Reduced 5.97%
1,749 $1.09 Million
Q1 2025

Apr 16, 2025
BUY
$554.06 - $615.85 $204,448 - $227,248
369 Added 24.75%
1,860 $1.05 Million
Q4 2024

Jan 13, 2025
SELL
$570.51 - $610.59 $45,070 - $48,236
-79 Reduced 5.03%
1,491 $877,000
Q3 2024

Oct 16, 2024
BUY
$520.18 - $576.82 $1,040 - $1,153
2 Added 0.13%
1,570 $905,000
Q3 2023

Oct 17, 2023
SELL
$427.76 - $460.18 $171,531 - $184,532
-401 Reduced 20.37%
1,568 $673,000
Q4 2022

Jan 30, 2023
BUY
$357.98 - $409.32 $150,709 - $172,323
421 Added 27.2%
1,969 $756,000
Q2 2022

Jul 29, 2022
SELL
$366.99 - $458.8 $156,337 - $195,448
-426 Reduced 21.58%
1,548 $587,000
Q2 2022

Jul 11, 2022
BUY
$366.99 - $458.8 $156,337 - $195,448
426 Added 27.52%
1,974 $748,000
Q1 2022

Jul 29, 2022
SELL
$418.06 - $479.84 $179,347 - $205,851
-429 Reduced 21.7%
1,548 $702,000
Q1 2022

Apr 14, 2022
BUY
$418.06 - $479.84 $179,347 - $205,851
429 Added 27.71%
1,977 $897,000
Q4 2021

Jul 29, 2022
SELL
$430.29 - $479.53 $186,315 - $207,636
-433 Reduced 21.86%
1,548 $738,000
Q4 2021

Jan 14, 2022
BUY
$430.29 - $479.53 $186,315 - $207,636
433 Added 27.97%
1,981 $945,000
Q2 2021

Jul 29, 2022
SELL
$402.08 - $429.92 $402 - $429
-1 Reduced 0.06%
1,548 $666,000
Q2 2021

Jul 13, 2021
BUY
$402.08 - $429.92 $402 - $429
1 Added 0.06%
1,549 $666,000
Q2 2020

Jul 10, 2020
SELL
$246.8 - $324.4 $24,680 - $32,439
-100 Reduced 6.07%
1,548 $479,000
Q1 2020

Apr 06, 2020
SELL
$224.65 - $339.88 $93,229 - $141,050
-415 Reduced 20.12%
1,648 $426,000
Q4 2019

Jan 14, 2020
BUY
$289.63 - $324.32 $149,159 - $167,024
515 Added 33.27%
2,063 $667,000
Q2 2019

Jul 08, 2019
BUY
$276.38 - $296.02 $427,836 - $458,238
1,548 New
1,548 $465,000

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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