Financial Planning & Information Services, Inc. Ishares Core S&P 500 ETF Transaction History

Financial Planning & Information Services, Inc.

$725 Million
Q3 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 433 shares of IVV stock, worth $265,286. This represents 0.03% of its overall portfolio holdings.

Number of Shares

433

Previous 433 -0.0%

Holding current value

$265,286

Previous $236,000 5.51%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$497.53 - $549.64 $9,950 - $10,992	-20 Reduced 4.42%	433 $236,000
Q1 2024 May 14, 2024	SELL	$469.56 - $525.73 $9,391 - $10,514	-20 Reduced 4.23%	453 $238,000
Q3 2023 Nov 14, 2023	SELL	$427.76 - $460.18 $114,211 - $122,868	-267 Reduced 36.08%	473 $203,000
Q2 2023 Aug 11, 2023	BUY	$406.17 - $445.71 $83,264 - $91,370	205 Added 38.32%	740 $329,000
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $191,519 - $218,986	535 New	535 $205,000
Q4 2020 Feb 08, 2021	BUY	$327.62 - $375.39 $175,276 - $200,833	535 New	535 $201,000

Others Institutions Holding IVV

# of Institutions

3,751

Shares Held

730M

Call Options Held

1.48M

Put Options Held

1.18M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Financial Planning & Information Services, Inc. Ishares Core S&P 500 ETF Transaction History