Values Added Financial LLC Ishares Core S&P 500 ETF Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Values Added Financial LLC holds 3,272 shares of IVV stock, worth $2.21 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
3,272
Previous 3,289 0.52%
Holding current value
$2.21 Million
Previous $2.04 Billion 7.24%
% of portfolio
0.97%
Previous 0.99%

Shares

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

Oct 31, 2025
SELL
$620.67 - $670.08 $10,551 - $11,391
-17 Reduced 0.52%
3,272 $2.19 Billion
Q2 2025

Jul 23, 2025
BUY
$498.8 - $620.9 $33,918 - $42,221
68 Added 2.11%
3,289 $2.04 Billion
Q4 2024

Jan 29, 2025
BUY
$570.51 - $610.59 $6,846 - $7,327
12 Added 0.37%
3,221 $1.9 Billion
Q2 2024

Jul 30, 2024
BUY
$497.53 - $549.64 $1,492 - $1,648
3 Added 0.09%
3,209 $1.76 Billion
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $704,635 - $818,132
1,708 Added 114.02%
3,206 $1.53 Billion
Q3 2023

Oct 19, 2023
BUY
$427.76 - $460.18 $640,784 - $689,349
1,498 New
1,498 $643 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

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