Fulcrum Equity Management Ishares Core S&P 500 ETF Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 373 shares of IVV stock, worth $225,202. This represents 0.19% of its overall portfolio holdings.

Number of Shares
373
Holding current value
$225,202
% of portfolio
0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 21, 2024
BUY
$520.18 - $576.82 $194,027 - $215,153
373 New
373 $215,000
Q1 2024

Apr 24, 2024
SELL
$469.56 - $525.73 $71,373 - $79,910
-152 Reduced 4.77%
3,036 $1.6 Million
Q4 2023

Jan 18, 2024
BUY
$412.55 - $479.0 $1.32 Million - $1.53 Million
3,188 New
3,188 $1.52 Million
Q2 2023

Jul 07, 2023
BUY
$406.17 - $445.71 $436,632 - $479,138
1,075 Added 30.73%
4,573 $2.04 Million
Q1 2023

Apr 06, 2023
BUY
$381.13 - $418.66 $1.33 Million - $1.46 Million
3,498 New
3,498 $1.44 Million
Q2 2022

Jul 18, 2022
SELL
$366.99 - $458.8 $1.52 Million - $1.9 Million
-4,140 Reduced 85.63%
695 $263,000
Q1 2022

Apr 15, 2022
BUY
$418.06 - $479.84 $2.02 Million - $2.32 Million
4,835 New
4,835 $2.19 Million
Q3 2021

Jan 25, 2022
SELL
$426.8 - $455.27 $336,745 - $359,208
-789 Closed
0 $0
Q2 2021

Jul 15, 2021
BUY
$402.08 - $429.92 $317,241 - $339,206
789 New
789 $339,000
Q2 2019

Aug 12, 2019
SELL
$276.38 - $296.02 $282,736 - $302,828
-1,023 Closed
0 $0
Q1 2019

May 03, 2019
SELL
$245.43 - $286.57 $16,443 - $19,200
-67 Reduced 6.15%
1,023 $291,000
Q4 2018

Mar 05, 2019
BUY
$236.09 - $293.95 $257,338 - $320,405
1,090 New
1,090 $274,000

Others Institutions Holding IVV

# of Institutions
3,445
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
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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