Personal Cfo Solutions, LLC Ishares S&P 500 Growth ETF Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 12,954 shares of IVW stock, worth $1.26 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,954

Previous 10,092 28.36%

Holding current value

$1.26 Million

Previous $852,000 40.61%

% of portfolio

0.19%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$79.31 - $93.31 $226,985 - $267,053	2,862 Added 28.36%	12,954 $1.2 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $13,626 - $15,921	187 Added 1.89%	10,092 $852,000
Q4 2023 Feb 13, 2024	BUY	$65.78 - $75.4 $87,092 - $99,829	1,324 Added 15.43%	9,905 $743,000
Q3 2023 Nov 13, 2023	BUY	$68.05 - $72.66 $47,294 - $50,498	695 Added 8.81%	8,581 $587,000
Q2 2023 Aug 10, 2023	SELL	$63.21 - $70.48 $7,142 - $7,964	-113 Reduced 1.41%	7,886 $555,000
Q1 2023 May 09, 2023	BUY	$57.25 - $63.89 $40,361 - $45,042	705 Added 9.67%	7,999 $511,000
Q4 2022 Feb 14, 2023	SELL	$56.73 - $63.56 $217,389 - $243,561	-3,832 Reduced 34.44%	7,294 $426,000
Q3 2022 Nov 01, 2022	SELL	$57.85 - $71.43 $5,090 - $6,285	-88 Reduced 0.78%	11,126 $644,000
Q2 2022 Aug 05, 2022	SELL	$58.13 - $77.8 $63,826 - $85,424	-1,098 Reduced 8.92%	11,214 $677,000
Q1 2022 May 02, 2022	SELL	$68.33 - $84.32 $367,478 - $453,472	-5,378 Reduced 30.4%	12,312 $940,000
Q4 2021 Feb 11, 2022	SELL	$73.18 - $84.81 $92,938 - $107,708	-1,270 Reduced 6.7%	17,690 $1.48 Million
Q3 2021 Nov 18, 2021	SELL	$72.99 - $79.0 $98,317 - $106,413	-1,347 Reduced 6.63%	18,960 $1.4 Million
Q2 2021 Jul 22, 2021	SELL	$65.96 - $72.81 $32,122 - $35,458	-487 Reduced 2.34%	20,307 $1.48 Million
Q1 2021 Apr 21, 2021	SELL	$61.43 - $67.25 $75,251 - $82,381	-1,225 Reduced 5.56%	20,794 $1.35 Million
Q4 2020 Feb 09, 2021	BUY	$56.17 - $63.82 $940,735 - $1.07 Million	16,748 Added 317.74%	22,019 $1.41 Million
Q3 2020 Nov 02, 2020	SELL	$52.42 - $62.43 $24,375 - $29,029	-465 Reduced 8.11%	5,271 $1,000
Q2 2020 Aug 03, 2020	SELL	$39.5 - $52.48 $104,082 - $138,284	-2,635 Reduced 31.48%	5,736 $1.19 Million
Q1 2020 Apr 30, 2020	BUY	$36.14 - $52.65 $58,366 - $85,029	1,615 Added 23.9%	8,371 $1.38 Million
Q4 2019 Feb 13, 2020	BUY	$43.72 - $48.62 $15,564 - $17,308	356 Added 5.56%	6,756 $1.31 Million
Q3 2019 Nov 13, 2019	BUY	$43.49 - $46.27 $278,336 - $296,128	6,400 New	6,400 $1.15 Million

Others Institutions Holding IVW

# of Institutions

1,765

Shares Held

428M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

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Personal Cfo Solutions, LLC Ishares S&P 500 Growth ETF Transaction History