IVV ISHARES TR

Ownership history in Sachetta, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sachetta, LLC reported a position in ISHARES TR (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.

Peak position
1.21% (2025 Q4)
Avg. % of fund
0.99%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,214 -1,327 -29.2% 1.21% $2.2M $683.12
2025 Q3 REDUCED 4,541 -64 -1.4% 1.13% $3.0M $665.17
2025 Q2 ADDED 4,605 +1,184 +34.6% 1.13% $2.9M $615.21
2025 Q1 ADDED 3,421 +91 +2.7% 0.79% $1.9M $555.02
2024 Q4 ADDED 3,330 +36 +1.1% 0.77% $2.0M $579.67
2024 Q3 REDUCED 3,294 -56 -1.7% 0.75% $1.9M $566.00
2024 Q2 REDUCED 3,350 -1,800 -35.0% 0.79% $1.8M $534.89
2024 Q1 ADDED 5,150 +2 +0.0% 1.17% $2.5M $512.33
2023 Q4 INITIATED 5,148 1.17% $2.5M
% of Fund (quarterly)    IVV price (monthly, adj. close)
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