A detailed history of Fsa Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fsa Wealth Management LLC holds 1,147 shares of IVV stock, worth $670,478. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,147
Previous 1,146 0.09%
Holding current value
$670,478
Previous $547,000 10.24%
% of portfolio
0.26%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

BUY
$469.56 - $525.73 $469 - $525
1 Added 0.09%
1,147 $603,000
Q4 2023

Feb 14, 2024

BUY
$412.55 - $479.0 $23,102 - $26,824
56 Added 5.14%
1,146 $547,000
Q3 2023

Nov 15, 2023

BUY
$427.76 - $460.18 $163,404 - $175,788
382 Added 53.95%
1,090 $468,000
Q2 2023

Jul 31, 2023

BUY
$406.17 - $445.71 $406 - $445
1 Added 0.14%
708 $315,000
Q1 2023

Apr 21, 2023

BUY
$381.13 - $418.66 $36,588 - $40,191
96 Added 15.71%
707 $290,000
Q4 2022

Feb 13, 2023

SELL
$357.98 - $409.32 $9,307 - $10,642
-26 Reduced 4.08%
611 $234,000
Q3 2022

Nov 09, 2022

BUY
$358.65 - $432.04 $228,460 - $275,209
637 New
637 $229,000
Q2 2022

Aug 15, 2022

SELL
$366.99 - $458.8 $223,496 - $279,409
-609 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$311.81 - $359.24 $5,924 - $6,825
19 Added 3.22%
609 $205,000
Q4 2019

Feb 21, 2020

BUY
$289.63 - $324.32 $170,881 - $191,348
590 New
590 $191,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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