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

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 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 1,002 shares of IVV stock, worth $594,516. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,002
Previous 928 7.97%
Holding current value
$594,516
Previous $507,000 13.81%
% of portfolio
0.31%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$520.18 - $576.82 $38,493 - $42,684
74 Added 7.97%
1,002 $577,000
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
3,448
Shares Held
686M
Call Options Held
1.45M
Put Options Held
1.1M
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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