My Personal Cfo, LLC Ishares Core S&P 500 ETF Transaction History

My Personal Cfo, LLC

$175 Million
Q2 2024

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 3,196 shares of IVV stock, worth $1.83 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

3,196

Previous 3,098 3.16%

Holding current value

$1.83 Million

Previous $1.63 Million 7.37%

% of portfolio

1.0%

Previous 1.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$497.53 - $549.64 $48,757 - $53,864	98 Added 3.16%	3,196 $1.75 Million
Q1 2024 Apr 24, 2024	SELL	$469.56 - $525.73 $15,495 - $17,349	-33 Reduced 1.05%	3,098 $1.63 Million
Q4 2023 Jan 22, 2024	BUY	$412.55 - $479.0 $3,300 - $3,832	8 Added 0.26%	3,131 $1.5 Million
Q2 2023 Jul 12, 2023	SELL	$406.17 - $445.71 $10,560 - $11,588	-26 Reduced 0.83%	3,123 $1.39 Million
Q1 2023 Apr 21, 2023	BUY	$381.13 - $418.66 $808,757 - $888,396	2,122 Added 206.62%	3,149 $1.29 Million
Q3 2022 Oct 20, 2022	BUY	$358.65 - $432.04 $717 - $864	2 Added 0.2%	1,027 $1.16 Million
Q3 2022 Oct 18, 2022	SELL	$358.65 - $432.04 $521,477 - $628,186	-1,454 Reduced 58.65%	1,025 $368,000
Q2 2022 Aug 03, 2022	BUY	$366.99 - $458.8 $909,768 - $1.14 Million	2,479 New	2,479 $940,000
Q2 2022 Jul 08, 2022	SELL	$366.99 - $458.8 $895,822 - $1.12 Million	-2,441 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$418.06 - $479.84 $140,886 - $161,706	337 Added 16.02%	2,441 $1.11 Million
Q4 2021 Apr 29, 2022	BUY	$430.29 - $479.53 $905,330 - $1.01 Million	2,104 New	2,104 $1 Million

Others Institutions Holding IVV

# of Institutions

3,326

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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My Personal Cfo, LLC Ishares Core S&P 500 ETF Transaction History