Forum Financial Management, LP Ishares Core S&P 500 ETF Transaction History

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024

A detailed history of Forum Financial Management, LP transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 8,353 shares of IVV stock, worth $5.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,353
Previous 8,094 3.2%
Holding current value
$5.05 Million
Previous $4.43 Million 8.78%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 29, 2024
BUY
$520.18 - $576.82 $134,726 - $149,396
259 Added 3.2%
8,353 $4.82 Million
Q2 2024

Jul 30, 2024
SELL
$497.53 - $549.64 $170,652 - $188,526
-343 Reduced 4.07%
8,094 $4.43 Million
Q1 2024

May 09, 2024
BUY
$469.56 - $525.73 $109,877 - $123,020
234 Added 2.85%
8,437 $4.44 Million
Q4 2023

Feb 07, 2024
BUY
$412.55 - $479.0 $34,241 - $39,757
83 Added 1.02%
8,203 $3.92 Million
Q3 2023

Nov 03, 2023
SELL
$427.76 - $460.18 $144,155 - $155,080
-337 Reduced 3.98%
8,120 $3.49 Million
Q2 2023

Jul 26, 2023
SELL
$406.17 - $445.71 $105,198 - $115,438
-259 Reduced 2.97%
8,457 $3.77 Million
Q1 2023

Apr 19, 2023
SELL
$381.13 - $418.66 $267,934 - $294,317
-703 Reduced 7.46%
8,716 $3.58 Million
Q4 2022

Jan 24, 2023
SELL
$357.98 - $409.32 $253,449 - $289,798
-708 Reduced 6.99%
9,419 $0
Q3 2022

Nov 07, 2022
SELL
$358.65 - $432.04 $10,042 - $12,097
-28 Reduced 0.28%
10,127 $3.63 Million
Q2 2022

Aug 15, 2022
BUY
$366.99 - $458.8 $422,405 - $528,078
1,151 Added 12.78%
10,155 $3.85 Million
Q1 2022

May 16, 2022
SELL
$418.06 - $479.84 $70,234 - $80,613
-168 Reduced 1.83%
9,004 $4.09 Million
Q4 2021

Feb 18, 2022
BUY
$430.29 - $479.53 $3.95 Million - $4.4 Million
9,172 New
9,172 $4.38 Million

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

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