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

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 76,459 shares of IVV stock, worth $44.2 Million. This represents 19.2% of its overall portfolio holdings.

Number of Shares
76,459
Previous 73,473 4.06%
Holding current value
$44.2 Million
Previous $42.4 Billion 6.2%
% of portfolio
19.2%
Previous 18.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$570.51 - $610.59 $1.7 Million - $1.82 Million
2,986 Added 4.06%
76,459 $45 Billion
Q3 2024

Oct 31, 2024
BUY
$520.18 - $576.82 $2.69 Million - $2.98 Million
5,163 Added 7.56%
73,473 $42.4 Billion
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $1.14 Million - $1.26 Million
2,286 Added 3.46%
68,310 $37.4 Billion
Q1 2024

May 10, 2024
BUY
$469.56 - $525.73 $1.1 Million - $1.24 Million
2,352 Added 3.69%
66,024 $34.7 Billion
Q3 2023

Nov 14, 2023
BUY
$427.76 - $460.18 $27.2 Million - $29.3 Million
63,672 New
63,672 $27.3 Billion

Others Institutions Holding IVV

# of Institutions
3,859
Shares Held
761M
Call Options Held
1.94M
Put Options Held
2.31M
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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