Center For Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 866 shares of IVV stock, worth $523,375. This represents 0.07% of its overall portfolio holdings.

Number of Shares

866

Previous 866 -0.0%

Holding current value

$523,375

Previous $473,000 5.5%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$497.53 - $549.64 $79,604 - $87,942	-160 Reduced 15.59%	866 $473,000
Q1 2024 Apr 25, 2024	BUY	$469.56 - $525.73 $75,129 - $84,116	160 Added 18.48%	1,026 $539,000
Q4 2023 Jan 29, 2024	BUY	$412.55 - $479.0 $20,214 - $23,471	49 Added 6.0%	866 $413,000
Q3 2023 Oct 24, 2023	BUY	$427.76 - $460.18 $41,064 - $44,177	96 Added 13.31%	817 $350,000
Q4 2022 Jan 27, 2023	SELL	$357.98 - $409.32 $42,957 - $49,118	-120 Reduced 14.27%	721 $0
Q3 2022 Oct 14, 2022	SELL	$358.65 - $432.04 $19,725 - $23,762	-55 Reduced 6.14%	841 $302,000
Q1 2022 May 03, 2022	SELL	$418.06 - $479.84 $37,625 - $43,185	-90 Reduced 9.13%	896 $407,000
Q4 2021 Feb 08, 2022	BUY	$430.29 - $479.53 $38,726 - $43,157	90 Added 10.04%	986 $470,000
Q2 2021 Jul 29, 2021	SELL	$402.08 - $429.92 $20,908 - $22,355	-52 Reduced 5.49%	896 $385,000
Q1 2021 May 10, 2021	SELL	$370.22 - $398.75 $27,766 - $29,906	-75 Reduced 7.33%	948 $377,000
Q4 2019 Feb 14, 2020	BUY	$289.63 - $324.32 $296,291 - $331,779	1,023 New	1,023 $331,000

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

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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History