Foster Victor Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 640 shares of IVV stock, worth $367,180. This represents 0.03% of its overall portfolio holdings.

Number of Shares
640
Previous 786 18.58%
Holding current value
$367,180
Previous $430,000 14.19%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024
SELL
$520.18 - $576.82 $75,946 - $84,215
-146 Reduced 18.58%
640 $369,000
Q2 2024

Jul 18, 2024
BUY
$497.53 - $549.64 $152,741 - $168,739
307 Added 64.09%
786 $430,000
Q1 2024

Apr 26, 2024
SELL
$469.56 - $525.73 $58,695 - $65,716
-125 Reduced 20.7%
479 $251,000
Q4 2023

Jan 19, 2024
BUY
$412.55 - $479.0 $42,492 - $49,337
103 Added 20.56%
604 $288,000
Q3 2023

Oct 13, 2023
BUY
$427.76 - $460.18 $214,307 - $230,550
501 New
501 $215,000
Q3 2022

Oct 24, 2022
BUY
$358.65 - $432.04 $45,548 - $54,869
127 Added 10.53%
1,333 $499,000
Q2 2022

Jul 19, 2022
BUY
$366.99 - $458.8 $442,589 - $553,312
1,206 New
1,206 $465,000
Q1 2022

Apr 14, 2022
SELL
$418.06 - $479.84 $219,899 - $252,395
-526 Closed
0 $0
Q4 2021

Jan 19, 2022
SELL
$430.29 - $479.53 $83,476 - $93,028
-194 Reduced 26.94%
526 $249,000
Q1 2021

Apr 23, 2021
SELL
$370.22 - $398.75 $44,426 - $47,850
-120 Reduced 14.29%
720 $298,000
Q4 2020

Feb 08, 2021
SELL
$327.62 - $375.39 $29,485 - $33,785
-90 Reduced 9.68%
840 $315,000
Q3 2020

Oct 26, 2020
BUY
$311.81 - $359.24 $86,994 - $100,227
279 Added 42.86%
930 $313,000
Q2 2020

Aug 03, 2020
BUY
$246.8 - $324.4 $160,666 - $211,184
651 New
651 $202,000
Q1 2020

Apr 29, 2020
SELL
$224.65 - $339.88 $158,602 - $239,955
-706 Closed
0 $0
Q3 2019

Oct 11, 2019
SELL
$285.57 - $303.77 $47,975 - $51,033
-168 Reduced 19.22%
706 $208,000
Q2 2019

Jul 16, 2019
SELL
$276.38 - $296.02 $552 - $592
-2 Reduced 0.23%
874 $261,000
Q1 2019

May 03, 2019
SELL
$245.43 - $286.57 $107,989 - $126,090
-440 Reduced 33.43%
876 $249,000
Q4 2018

Mar 04, 2019
BUY
$236.09 - $293.95 $310,694 - $386,838
1,316 New
1,316 $331,000

Others Institutions Holding IVV

# of Institutions
3,391
Shares Held
670M
Call Options Held
714K
Put Options Held
952K
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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