Personal Cfo Solutions, LLC Ishares Tr Edge Msci Intl Valu Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 7,582 shares of IVLU stock, worth $213,509. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,582

Holding current value

$213,509

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$26.43 - $29.86 $200,392 - $226,398	7,582 New	7,582 $223,000
Q1 2024 May 13, 2024	SELL	$25.93 - $28.27 $22,688 - $24,736	-875 Reduced 9.67%	8,170 $230,000
Q4 2023 Feb 13, 2024	SELL	$23.94 - $26.72 $3,207 - $3,580	-134 Reduced 1.46%	9,045 $239,000
Q3 2023 Nov 13, 2023	BUY	$24.89 - $26.5 $7,442 - $7,923	299 Added 3.37%	9,179 $232,000
Q2 2023 Aug 10, 2023	SELL	$24.42 - $25.75 $19,169 - $20,213	-785 Reduced 8.12%	8,880 $225,000
Q1 2023 May 09, 2023	SELL	$23.32 - $25.31 $12,452 - $13,515	-534 Reduced 5.24%	9,665 $239,000
Q4 2022 Feb 14, 2023	SELL	$19.77 - $23.67 $15,044 - $18,012	-761 Reduced 6.94%	10,199 $236,000
Q3 2022 Nov 01, 2022	BUY	$19.73 - $23.14 $216,240 - $253,614	10,960 New	10,960 $216,000

Others Institutions Holding IVLU

# of Institutions

271

Shares Held

55M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
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Personal Cfo Solutions, LLC Ishares Tr Edge Msci Intl Valu Transaction History