Plan Group Financial, LLC Ishares Core S&P 500 ETF Transaction History

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 805 shares of IVV stock, worth $446,235. This represents 0.28% of its overall portfolio holdings.

Number of Shares
805
Previous 709 13.54%
Holding current value
$446,235
Previous $338,000 25.15%
% of portfolio
0.28%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$469.56 - $525.73 $45,077 - $50,470
96 Added 13.54%
805 $423,000
Q4 2023

Jan 29, 2024
BUY
$412.55 - $479.0 $19,389 - $22,513
47 Added 7.1%
709 $338,000
Q3 2023

Nov 13, 2023
BUY
$427.76 - $460.18 $2,138 - $2,300
5 Added 0.76%
662 $284,000
Q2 2023

Aug 10, 2023
BUY
$406.17 - $445.71 $266,853 - $292,831
657 New
657 $292,000

Others Institutions Holding IVV

# of Institutions
3,250
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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