Life Steps Financial, Inc. Ishares Core S&P 500 ETF Transaction History

Life Steps Financial, Inc.

$130 Million
Q4 2024

A detailed history of Life Steps Financial, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Life Steps Financial, Inc. holds 627 shares of IVV stock, worth $354,606. This represents 0.28% of its overall portfolio holdings.

Number of Shares

627

Previous 627 -0.0%

Holding current value

$354,606

Previous $361,000 2.22%

% of portfolio

0.28%

Previous 0.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 09, 2021	SELL	$402.08 - $429.92 $16,083 - $17,196	-40 Reduced 6.0%	627 $270,000
Q4 2020 Jan 25, 2021	BUY	$327.62 - $375.39 $13,104 - $15,015	40 Added 6.38%	667 $250,000
Q3 2020 Oct 21, 2020	BUY	$311.81 - $359.24 $195,504 - $225,243	627 New	627 $211,000
Q1 2020 May 21, 2020	SELL	$224.65 - $339.88 $140,855 - $213,104	-627 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$289.63 - $324.32 $181,598 - $203,348	627 New	627 $203,000

Others Institutions Holding IVV

# of Institutions

3,867

Shares Held

762M

Call Options Held

1.94M

Put Options Held

2.31M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Life Steps Financial, Inc. Ishares Core S&P 500 ETF Transaction History