Valley Forge Investment Consultants Inc Adv Ishares Core S&P 500 ETF Transaction History

Valley Forge Investment Consultants Inc Adv

  • $285 Million
  • Q3 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 175,014 shares of IVV stock, worth $104 Million. This represents 35.39% of its overall portfolio holdings.

Number of Shares
175,014
Previous 171,440 2.08%
Holding current value
$104 Million
Previous $93.8 Million 7.6%
% of portfolio
35.39%
Previous 35.51%

Shares

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

Nov 14, 2024
BUY
$520.18 - $576.82 $1.86 Million - $2.06 Million
3,574 Added 2.08%
175,014 $101 Million
Q2 2024

Aug 09, 2024
BUY
$497.53 - $549.64 $1.59 Million - $1.75 Million
3,188 Added 1.89%
171,440 $93.8 Million
Q1 2024

Apr 30, 2024
BUY
$469.56 - $525.73 $3.04 Million - $3.4 Million
6,471 Added 4.0%
168,252 $88.5 Million
Q4 2023

Feb 09, 2024
BUY
$412.55 - $479.0 $2.15 Million - $2.49 Million
5,208 Added 3.33%
161,781 $77.3 Million
Q3 2023

Nov 09, 2023
BUY
$427.76 - $460.18 $8.29 Million - $8.92 Million
19,390 Added 14.13%
156,573 $67.2 Million
Q2 2023

Aug 01, 2023
BUY
$406.17 - $445.71 $474,406 - $520,589
1,168 Added 0.86%
137,183 $61.1 Million
Q1 2023

May 08, 2023
SELL
$381.13 - $418.66 $464,597 - $510,346
-1,219 Reduced 0.89%
136,015 $55.9 Million
Q4 2022

Feb 14, 2023
SELL
$357.98 - $409.32 $3.28 Million - $3.75 Million
-9,162 Reduced 6.26%
137,234 $52.7 Million
Q3 2022

Nov 10, 2022
SELL
$358.65 - $432.04 $4.99 Million - $6.01 Million
-13,908 Reduced 8.68%
146,396 $52.5 Million
Q2 2022

Aug 03, 2022
BUY
$366.99 - $458.8 $860,958 - $1.08 Million
2,346 Added 1.49%
160,304 $60.8 Million
Q1 2022

May 06, 2022
BUY
$418.06 - $479.84 $8.93 Million - $10.3 Million
21,369 Added 15.64%
157,958 $71.7 Million
Q4 2021

Feb 10, 2022
BUY
$430.29 - $479.53 $9.76 Million - $10.9 Million
22,681 Added 19.91%
136,589 $65.2 Million
Q3 2021

Nov 05, 2021
SELL
$426.8 - $455.27 $3.31 Million - $3.53 Million
-7,749 Reduced 6.37%
113,908 $49 Million
Q3 2021

Nov 05, 2021
BUY
$426.8 - $455.27 $3.31 Million - $3.53 Million
7,749 Added 6.8%
121,657 $52.4 Million
Q2 2021

Aug 10, 2021
BUY
$402.08 - $429.92 $10.5 Million - $11.2 Million
26,062 Added 29.67%
113,908 $49 Million
Q1 2021

May 04, 2021
BUY
$370.22 - $398.75 $6.66 Million - $7.17 Million
17,982 Added 25.74%
87,846 $34.9 Million
Q4 2020

Feb 04, 2021
BUY
$327.62 - $375.39 $22.9 Million - $26.2 Million
69,864 New
69,864 $26.2 Million

Others Institutions Holding IVV

# of Institutions
3,448
Shares Held
686M
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
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email