Mark Sheptoff Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History

Mark Sheptoff Financial Planning, LLC

$176 Million
Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 928 shares of IVV stock, worth $532,736. This represents 0.29% of its overall portfolio holdings.

Number of Shares

928

Previous 567 63.67%

Holding current value

$532,736

Previous $298,000 70.13%

% of portfolio

0.29%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$497.53 - $549.64 $179,608 - $198,420	361 Added 63.67%	928 $507,000
Q1 2024 May 10, 2024	BUY	$469.56 - $525.73 $47,895 - $53,624	102 Added 21.94%	567 $298,000
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $4,125 - $4,790	10 Added 2.2%	465 $222,000
Q3 2023 Nov 09, 2023	BUY	$427.76 - $460.18 $131,322 - $141,275	307 Added 207.43%	455 $195,000
Q1 2023 May 11, 2023	SELL	$381.13 - $418.66 $34,301 - $37,679	-90 Reduced 37.82%	148 $60,000
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $77,452 - $86,315	180 Added 310.34%	238 $114,000
Q1 2019 May 10, 2019	BUY	$245.43 - $286.57 $10,798 - $12,609	44 Added 314.29%	58 $16,000
Q4 2018 Feb 11, 2019	BUY	$236.09 - $293.95 $3,305 - $4,115	14 New	14 $4,000

Others Institutions Holding IVV

# of Institutions

3,325

Shares Held

659M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Mark Sheptoff Financial Planning, LLC Ishares Core S&P 500 ETF Transaction History