Strategic Financial Planning, Inc. Ishares Core S&P 500 ETF Transaction History

Strategic Financial Planning, Inc.

  • $151 Million
  • Q3 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 1,149 shares of IVV stock, worth $686,699. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,149
Previous 1,149 -0.0%
Holding current value
$686,699
Previous $628,000 5.41%
% of portfolio
0.44%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 09, 2020
SELL
$311.81 - $359.24 $4,988 - $5,747
-16 Reduced 1.37%
1,149 $386,000
Q1 2020

Apr 21, 2020
SELL
$224.65 - $339.88 $2,695 - $4,078
-12 Reduced 1.02%
1,165 $301,000
Q4 2019

Feb 13, 2020
BUY
$289.63 - $324.32 $340,894 - $381,724
1,177 New
1,177 $380,000

Others Institutions Holding IVV

# of Institutions
3,444
Shares Held
687M
Call Options Held
1.45M
Put Options Held
1.1M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track Strategic Financial Planning, Inc. Portfolio

Follow Strategic Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email