A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 681 shares of IVV stock, worth $436,010. This represents 0.34% of its overall portfolio holdings.

Number of Shares
681
Previous 700 2.71%
Holding current value
$436,010
Previous $393 Million 7.53%
% of portfolio
0.34%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

SELL
$498.8 - $620.9 $9,477 - $11,797
-19 Reduced 2.71%
681 $423 Million
Q1 2025

Apr 29, 2025

BUY
$554.06 - $615.85 $46,541 - $51,731
84 Added 13.64%
700 $393 Million
Q2 2024

Jul 16, 2024

SELL
$497.53 - $549.64 $187,071 - $206,664
-376 Reduced 37.9%
616 $337 Million
Q1 2024

Apr 23, 2024

BUY
$469.56 - $525.73 $176,554 - $197,674
376 Added 61.04%
992 $522 Million
Q4 2023

Jan 25, 2024

BUY
$412.55 - $479.0 $254,130 - $295,064
616 New
616 $294 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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