Forza Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,990 shares of IVV stock, worth $1.67 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
2,990
Previous 3,130 4.47%
Holding current value
$1.67 Million
Previous $1.49 Billion 5.15%
% of portfolio
0.82%
Previous 0.82%

Shares

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

Apr 22, 2024
SELL
$469.56 - $525.73 $65,738 - $73,602
-140 Reduced 4.47%
2,990 $1.57 Billion
Q4 2023

Jan 24, 2024
SELL
$412.55 - $479.0 $156,769 - $182,020
-380 Reduced 10.83%
3,130 $1.49 Billion
Q2 2023

Jul 25, 2023
SELL
$406.17 - $445.71 $4,061 - $4,457
-10 Reduced 0.28%
3,510 $1.56 Billion
Q4 2022

Feb 06, 2023
BUY
$374.51 - $409.32 $1.32 Million - $1.44 Million
3,520 New
3,520 $1.35 Billion

Others Institutions Holding IVV

# of Institutions
3,254
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
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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