A detailed history of Fogel Capital Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fogel Capital Management, Inc. holds 666 shares of IVV stock, worth $382,410. This represents 0.19% of its overall portfolio holdings.

Number of Shares
666
Previous 899 25.92%
Holding current value
$382,410
Previous $462 Million 21.08%
% of portfolio
0.19%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$497.53 - $549.64 $115,924 - $128,066
-233 Reduced 25.92%
666 $365 Million
Q1 2024

May 14, 2024

BUY
$469.56 - $525.73 $165,285 - $185,056
352 Added 64.35%
899 $462 Million
Q4 2023

Feb 13, 2024

BUY
$412.55 - $479.0 $225,664 - $262,013
547 New
547 $274 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


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