Fsm Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 5,091 shares of IVV stock, worth $3.26 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

5,091

Previous 4,566 11.5%

Holding current value

$3.26 Million

Previous $2.57 Million 23.24%

% of portfolio

0.52%

Previous 0.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$498.8 - $620.9 $261,870 - $325,972	525 Added 11.5%	5,091 $3.16 Million
Q1 2025 Apr 28, 2025	SELL	$554.06 - $615.85 $43,216 - $48,036	-78 Reduced 1.68%	4,566 $2.57 Million
Q4 2024 Jan 24, 2025	SELL	$570.51 - $610.59 $10,269 - $10,990	-18 Reduced 0.39%	4,644 $2.73 Million
Q3 2024 Oct 30, 2024	BUY	$520.18 - $576.82 $118,601 - $131,514	228 Added 5.14%	4,662 $2.69 Million
Q2 2024 Jul 12, 2024	SELL	$497.53 - $549.64 $1,492 - $1,648	-3 Reduced 0.07%	4,434 $2.43 Million
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $80,294 - $89,899	-171 Reduced 3.71%	4,437 $2.33 Million
Q4 2023 May 14, 2024	BUY	$412.55 - $479.0 $2,475 - $2,874	6 Added 0.13%	4,608 $2.2 Million
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $58,175 - $62,584	-136 Reduced 2.87%	4,602 $1.98 Million
Q2 2023 Jul 12, 2023	SELL	$406.17 - $445.71 $503,650 - $552,680	-1,240 Reduced 20.74%	4,738 $2.11 Million
Q1 2023 Apr 24, 2023	SELL	$381.13 - $418.66 $206,572 - $226,913	-542 Reduced 8.31%	5,978 $2.46 Million
Q4 2022 Jan 19, 2023	BUY	$357.98 - $409.32 $35,440 - $40,522	99 Added 1.54%	6,520 $0
Q3 2022 Oct 24, 2022	BUY	$358.65 - $432.04 $584,958 - $704,657	1,631 Added 34.05%	6,421 $2.3 Million
Q2 2022 Aug 12, 2022	BUY	$366.99 - $458.8 $1.76 Million - $2.2 Million	4,790 New	4,790 $1.99 Million

Others Institutions Holding IVV

# of Institutions

3,988

Shares Held

797M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

Fsm Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History