Obsidian Personal Planning Solutions LLC Ishares Core S&P 500 ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $196 Million
  • Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 801 shares of IVV stock, worth $490,748. This represents 0.24% of its overall portfolio holdings.

Number of Shares
801
Previous 649 23.42%
Holding current value
$490,748
Previous $374,000 25.94%
% of portfolio
0.24%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $86,717 - $92,809
152 Added 23.42%
801 $471,000
Q2 2024

Jul 25, 2024
BUY
$497.53 - $549.64 $5,472 - $6,046
11 Added 1.72%
649 $355,000
Q1 2024

May 09, 2024
SELL
$469.56 - $525.73 $11,269 - $12,617
-24 Reduced 3.63%
638 $335,000
Q3 2023

Nov 27, 2023
SELL
$427.76 - $460.18 $10,694 - $11,504
-25 Reduced 3.64%
662 $284,000
Q3 2023

Nov 15, 2023
BUY
$427.76 - $460.18 $293,871 - $316,143
687 New
687 $295,000

Others Institutions Holding IVV

# of Institutions
3,751
Shares Held
730M
Call Options Held
1.48M
Put Options Held
1.18M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Obsidian Personal Planning Solutions LLC Portfolio

Follow Obsidian Personal Planning Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email