Forum Private Client Group LLC Ishares Core S&P 500 ETF Transaction History

Forum Private Client Group LLC

$225 Billion
Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 15,405 shares of IVV stock, worth $9.44 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares

15,405

Previous 15,321 0.55%

Holding current value

$9.44 Million

Previous $8.84 Billion 2.62%

% of portfolio

4.04%

Previous 3.93%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$570.51 - $610.59 $47,922 - $51,289	84 Added 0.55%	15,405 $9.07 Billion
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $8,322 - $9,229	16 Added 0.1%	15,321 $8.84 Billion
Q2 2024 Aug 13, 2024	BUY	$497.53 - $549.64 $239,311 - $264,376	481 Added 3.24%	15,305 $8.38 Billion
Q1 2024 May 15, 2024	BUY	$469.56 - $525.73 $520,272 - $582,508	1,108 Added 8.08%	14,824 $7.79 Billion
Q4 2023 Jan 19, 2024	BUY	$412.55 - $479.0 $5.66 Million - $6.57 Million	13,716 New	13,716 $6.55 Billion
Q2 2023 Aug 02, 2023	BUY	$406.17 - $445.71 $244,514 - $268,317	602 Added 7.47%	8,665 $3.86 Million
Q1 2023 May 15, 2023	BUY	$381.13 - $418.66 $341,492 - $375,119	896 Added 12.5%	8,063 $3.31 Million
Q4 2022 Feb 10, 2023	BUY	$357.98 - $409.32 $526,946 - $602,519	1,472 Added 25.85%	7,167 $2.75 Million
Q3 2022 Nov 10, 2022	BUY	$358.65 - $432.04 $567,384 - $683,487	1,582 Added 38.46%	5,695 $2.04 Million
Q2 2022 Aug 05, 2022	BUY	$366.99 - $458.8 $416,533 - $520,738	1,135 Added 38.11%	4,113 $1.56 Million
Q1 2022 Aug 05, 2022	BUY	$418.06 - $479.84 $1.24 Million - $1.43 Million	2,978 New	2,978 $1.35 Million

Others Institutions Holding IVV

# of Institutions

3,751

Shares Held

730M

Call Options Held

1.48M

Put Options Held

1.18M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Forum Private Client Group LLC Ishares Core S&P 500 ETF Transaction History