Ivc Wealth Advisors LLC Truist Financial Corp Transaction History

Ivc Wealth Advisors LLC

$184 Million
Q1 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Truist Financial Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 51,098 shares of TFC stock, worth $2.05 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

51,098

Previous 51,273 0.34%

Holding current value

$2.05 Million

Previous $2.22 Million 5.49%

% of portfolio

1.14%

Previous 1.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$39.48 - $48.15 $6,908 - $8,426	-175 Reduced 0.34%	51,098 $2.1 Million
Q4 2024 Jan 17, 2025	SELL	$41.51 - $48.1 $23,494 - $27,224	-566 Reduced 1.09%	51,273 $2.22 Million
Q3 2024 Oct 24, 2024	SELL	$38.22 - $44.94 $11,848 - $13,931	-310 Reduced 0.59%	51,839 $2.22 Million
Q2 2024 Jul 16, 2024	BUY	$35.41 - $40.18 $59,772 - $67,823	1,688 Added 3.35%	52,149 $2.03 Million
Q1 2024 Apr 19, 2024	SELL	$34.53 - $38.98 $55,006 - $62,095	-1,593 Reduced 3.06%	50,461 $1.97 Million
Q4 2023 Jan 10, 2024	BUY	$27.03 - $37.64 $26,435 - $36,811	978 Added 1.91%	52,054 $1.92 Million
Q3 2023 Oct 05, 2023	BUY	$27.97 - $35.59 $46,430 - $59,079	1,660 Added 3.36%	51,076 $1.46 Million
Q2 2023 Jul 13, 2023	BUY	$26.21 - $34.79 $18,976 - $25,187	724 Added 1.49%	49,416 $1.5 Million
Q1 2023 Apr 13, 2023	BUY	$30.56 - $50.39 $14,699 - $24,237	481 Added 1.0%	48,692 $1.66 Million
Q4 2022 Jan 17, 2023	SELL	$40.42 - $47.26 $13,217 - $15,454	-327 Reduced 0.67%	48,211 $0
Q3 2022 Oct 12, 2022	BUY	$20.41 - $50.47 $51,208 - $126,629	2,509 Added 5.45%	48,538 $2.11 Million
Q2 2022 Jul 11, 2022	SELL	$45.68 - $55.36 $12,562 - $15,224	-275 Reduced 0.59%	46,029 $2.18 Million
Q1 2022 Apr 27, 2022	SELL	$56.23 - $67.41 $124,099 - $148,773	-2,207 Reduced 4.55%	46,304 $2.63 Million
Q4 2021 Jan 13, 2022	SELL	$55.67 - $65.14 $69,587 - $81,425	-1,250 Reduced 2.51%	48,511 $2.84 Million
Q2 2021 Jul 13, 2021	SELL	$52.81 - $62.14 $6,284 - $7,394	-119 Reduced 0.24%	49,761 $2.76 Million
Q1 2021 Apr 20, 2021	SELL	$47.18 - $60.17 $20,759 - $26,474	-440 Reduced 0.87%	49,880 $2.91 Million
Q4 2020 Feb 01, 2021	BUY	$38.75 - $49.04 $1.95 Million - $2.47 Million	50,320 New	50,320 $2.41 Million

Others Institutions Holding TFC

# of Institutions

1,765

Shares Held

960M

Call Options Held

12.5M

Put Options Held

7.03M

View Full List

About TRUIST FINANCIAL CORP

Ticker TFC
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 1,326,770,048
Market Cap $53.1B
Description
Truist Financial Corporation, a holding company, provides banking and trust services in the Southeastern and Mid-Atlantic United States. The company operates through three segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. Its deposit products include noninterest-bearing checking, interest-bearing ch...

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Ivc Wealth Advisors LLC Truist Financial Corp Transaction History