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

Personal Cfo Solutions, LLC

$704 Million
Q3 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 13,691 shares of IVW stock, worth $1.36 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

13,691

Previous 12,954 5.69%

Holding current value

$1.36 Million

Previous $1.2 Million 9.35%

% of portfolio

0.19%

Previous 0.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $62,475 - $71,584	737 Added 5.69%	13,691 $1.31 Million
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

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

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

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Account

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