Forbes Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Forbes Financial Planning, Inc.

  • $139 Million
  • Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 20,393 shares of IVV stock, worth $12.2 Million. This represents 8.48% of its overall portfolio holdings.

Number of Shares
20,393
Previous 20,338 0.27%
Holding current value
$12.2 Million
Previous $11.1 Million 5.7%
% of portfolio
8.48%
Previous 8.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$520.18 - $576.82 $28,609 - $31,725
55 Added 0.27%
20,393 $11.8 Million
Q2 2024

Jul 25, 2024
SELL
$497.53 - $549.64 $191,051 - $211,061
-384 Reduced 1.85%
20,338 $11.1 Million
Q1 2024

Apr 29, 2024
SELL
$469.56 - $525.73 $271,405 - $303,871
-578 Reduced 2.71%
20,722 $10.9 Million
Q4 2023

Feb 13, 2024
SELL
$412.55 - $479.0 $65,595 - $76,161
-159 Reduced 0.74%
21,300 $10.2 Million
Q3 2023

Nov 07, 2023
SELL
$427.76 - $460.18 $30,370 - $32,672
-71 Reduced 0.33%
21,459 $9.22 Million
Q2 2023

Aug 08, 2023
SELL
$406.17 - $445.71 $30,868 - $33,873
-76 Reduced 0.35%
21,530 $9.6 Million
Q1 2023

May 04, 2023
BUY
$381.13 - $418.66 $241,636 - $265,430
634 Added 3.02%
21,606 $8.88 Million
Q3 2022

Oct 21, 2022
BUY
$358.65 - $432.04 $300,190 - $361,617
837 Added 4.16%
20,972 $7.52 Million
Q2 2022

Aug 15, 2022
SELL
$366.99 - $458.8 $24,588 - $30,739
-67 Reduced 0.33%
20,135 $7.65 Million
Q1 2022

May 13, 2022
BUY
$418.06 - $479.84 $149,665 - $171,782
358 Added 1.8%
20,202 $9.16 Million
Q4 2021

Feb 18, 2022
BUY
$430.29 - $479.53 $8.54 Million - $9.52 Million
19,844 New
19,844 $9.43 Million

Others Institutions Holding IVV

# of Institutions
3,449
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
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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