My Personal Cfo, LLC Ishares Core S&P 500 ETF Transaction History
My Personal Cfo, LLC
- $253 Million
- Q3 2025
A detailed history of My Personal Cfo, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 20,361 shares of IVV stock, worth $13.5 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
20,361
Previous 3,275
521.71%
Holding current value
$13.5 Million
Previous $2.03 Million
570.29%
% of portfolio
5.38%
Previous 0.99%
Shares
16 transactions
Others Institutions Holding IVV
# of Institutions
4,078Shares Held
745MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio