Zuckerman Investment Group, LLC Ishares Core S&P 500 ETF Transaction History

Zuckerman Investment Group, LLC

$928 Million
Q3 2024

A detailed history of Zuckerman Investment Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Zuckerman Investment Group, LLC holds 1,104 shares of IVV stock, worth $667,213. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,104

Previous 1,297 14.88%

Holding current value

$667,213

Previous $709,000 10.3%

% of portfolio

0.07%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$520.18 - $576.82 $100,394 - $111,326	-193 Reduced 14.88%	1,104 $636,000
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $88,560 - $97,835	178 Added 15.91%	1,297 $709,000
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $10,799 - $12,091	23 Added 2.1%	1,119 $588,000
Q3 2023 Nov 14, 2023	BUY	$427.76 - $460.18 $19,249 - $20,708	45 Added 4.28%	1,096 $470,000
Q2 2023 Aug 14, 2023	BUY	$406.17 - $445.71 $108,041 - $118,558	266 Added 33.89%	1,051 $468,000
Q3 2022 Nov 04, 2022	SELL	$358.65 - $432.04 $41,244 - $49,684	-115 Reduced 12.78%	785 $282,000
Q2 2022 Aug 15, 2022	BUY	$366.99 - $458.8 $42,203 - $52,762	115 Added 14.65%	900 $341,000
Q3 2021 Nov 12, 2021	SELL	$426.8 - $455.27 $2,134 - $2,276	-5 Reduced 0.63%	785 $338,000
Q1 2021 May 17, 2021	BUY	$370.22 - $398.75 $57,384 - $61,806	155 Added 24.41%	790 $314,000
Q3 2020 Nov 16, 2020	BUY	$311.81 - $359.24 $197,999 - $228,117	635 New	635 $213,000

Others Institutions Holding IVV

# of Institutions

3,448

Shares Held

686M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Zuckerman Investment Group, LLC Ishares Core S&P 500 ETF Transaction History