Forza Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 3,236 shares of IVV stock, worth $1.93 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
3,236
Previous 2,990 8.23%
Holding current value
$1.93 Million
Previous $1.64 Billion 14.08%
% of portfolio
0.85%
Previous 0.84%

Shares

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

Oct 28, 2024
BUY
$520.18 - $576.82 $127,964 - $141,897
246 Added 8.23%
3,236 $1.87 Billion
Q1 2024

Apr 22, 2024
SELL
$469.56 - $525.73 $65,738 - $73,602
-140 Reduced 4.47%
2,990 $1.57 Billion
Q4 2023

Jan 24, 2024
SELL
$412.55 - $479.0 $156,769 - $182,020
-380 Reduced 10.83%
3,130 $1.49 Billion
Q2 2023

Jul 25, 2023
SELL
$406.17 - $445.71 $4,061 - $4,457
-10 Reduced 0.28%
3,510 $1.56 Billion
Q4 2022

Feb 06, 2023
BUY
$357.98 - $409.32 $1.26 Million - $1.44 Million
3,520 New
3,520 $1.35 Billion

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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