A detailed history of Resource Planning Group transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Resource Planning Group holds 424 shares of IVV stock, worth $256,541. This represents 0.13% of its overall portfolio holdings.

Number of Shares
424
Previous 618 31.39%
Holding current value
$256,541
Previous $265,000 23.77%
% of portfolio
0.13%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$412.55 - $479.0 $80,034 - $92,926
-194 Reduced 31.39%
424 $202,000
Q3 2023

Nov 13, 2023

BUY
$427.76 - $460.18 $855 - $920
2 Added 0.32%
618 $265,000
Q2 2023

Jul 28, 2023

SELL
$406.17 - $445.71 $306,252 - $336,065
-754 Reduced 55.04%
616 $274,000
Q1 2023

May 11, 2023

BUY
$381.13 - $418.66 $14,101 - $15,490
37 Added 2.78%
1,370 $563,000
Q4 2022

Jan 30, 2023

BUY
$357.98 - $409.32 $2,505 - $2,865
7 Added 0.53%
1,333 $512,000
Q2 2022

Aug 02, 2022

BUY
$366.99 - $458.8 $14,679 - $18,352
40 Added 3.11%
1,326 $503,000
Q1 2022

Apr 20, 2022

SELL
$418.06 - $479.84 $9,615 - $11,036
-23 Reduced 1.76%
1,286 $584,000
Q4 2021

Jan 12, 2022

SELL
$430.29 - $479.53 $351,116 - $391,296
-816 Reduced 38.4%
1,309 $624,000
Q3 2021

Oct 12, 2021

SELL
$426.8 - $455.27 $7,255 - $7,739
-17 Reduced 0.79%
2,125 $915,000
Q2 2021

Aug 13, 2021

BUY
$402.08 - $429.92 $342,170 - $365,861
851 Added 65.92%
2,142 $921,000
Q3 2020

Nov 12, 2020

SELL
$311.81 - $359.24 $9,354 - $10,777
-30 Reduced 2.27%
1,291 $434,000
Q2 2020

Sep 28, 2020

BUY
$246.8 - $324.4 $326,022 - $428,532
1,321 New
1,321 $409,000

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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