Ownership history in Geller Advisors LLC · 71 quarters on record
This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in ISHARES TR S&P 500 INDEX (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | UNCHANGED | 7,338 | — | 0% | 0.28% | $4.3M | $579.67 |
| 2024 Q3 | ADDED | 7,338 | +2 | +0.0% | 0.29% | $4.2M | $566.00 |
| 2024 Q2 | ADDED | 7,336 | +5 | +0.1% | 0.30% | $4.0M | $534.89 |
| 2024 Q1 | ADDED | 7,331 | +5 | +0.1% | 0.31% | $3.9M | $512.33 |
| 2023 Q4 | REDUCED | 7,326 | -1,933 | -20.9% | 0.34% | $3.5M | $463.98 |
| 2023 Q3 | ADDED | 9,259 | +2,119 | +29.7% | 0.46% | $4.0M | $415.48 |
| 2023 Q2 | ADDED | 7,140 | +654 | +10.1% | 0.40% | $3.2M | $429.27 |
| 2023 Q1 | ADDED | 6,486 | +1,810 | +38.7% | 0.39% | $2.7M | $394.68 |
| 2022 Q4 | ADDED | 4,676 | +82 | +1.8% | 0.30% | $1.8M | $367.35 |
| 2022 Q3 | ADDED | 4,594 | +146 | +3.3% | 0.36% | $1.6M | $341.43 |
As of 2025 Q4 — sorted by position size