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

Lakeshore Financial Planning, Inc.

$227 Billion
Q3 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 73,473 shares of IVV stock, worth $43.9 Million. This represents 18.67% of its overall portfolio holdings.

Number of Shares

73,473

Previous 68,310 7.56%

Holding current value

$43.9 Million

Previous $37.4 Billion 13.37%

% of portfolio

18.67%

Previous 18.25%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,445

Shares Held

687M

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

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