Personal Cfo Solutions, LLC Ishares Expanded Tech Software Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 16,607 shares of IGV stock, worth $1.61 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

16,607

Previous 15,265 8.79%

Holding current value

$1.61 Million

Previous $1.36 Million 21.85%

% of portfolio

0.33%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$87.5 - $110.17 $117,425 - $147,848	1,342 Added 8.79%	16,607 $1.66 Million
Q3 2024 Nov 14, 2024	BUY	$77.94 - $89.37 $423,525 - $485,636	5,434 Added 55.27%	15,265 $1.36 Million
Q2 2024 Aug 09, 2024	BUY	$77.36 - $86.9 $518,312 - $582,230	6,700 Added 213.99%	9,831 $854,000
Q1 2024 May 13, 2024	BUY	$83.56 - $442.01 $206,058 - $1.09 Million	2,466 Added 370.83%	3,131 $266,000
Q4 2023 Feb 13, 2024	BUY	$329.19 - $408.79 $218,911 - $271,845	665 New	665 $269,000
Q2 2022 Aug 05, 2022	SELL	$257.24 - $353.96 $10,804 - $14,866	-42 Reduced 3.83%	1,056 $285,000
Q1 2022 May 02, 2022	SELL	$302.28 - $393.09 $84,336 - $109,672	-279 Reduced 20.26%	1,098 $379,000
Q4 2021 Feb 11, 2022	SELL	$384.52 - $446.52 $18,456 - $21,432	-48 Reduced 3.37%	1,377 $547,000
Q3 2021 Nov 18, 2021	SELL	$386.87 - $428.17 $34,818 - $38,535	-90 Reduced 5.94%	1,425 $569,000
Q2 2021 Jul 22, 2021	SELL	$333.59 - $395.13 $18,013 - $21,337	-54 Reduced 3.44%	1,515 $591,000
Q4 2020 Feb 09, 2021	BUY	$302.67 - $365.08 $1,210 - $1,460	4 Added 0.26%	1,569 $555,000
Q3 2020 Nov 02, 2020	SELL	$283.85 - $334.52 $38,319 - $45,160	-135 Reduced 7.94%	1,565 $0
Q2 2020 Aug 03, 2020	SELL	$197.94 - $284.25 $95,011 - $136,440	-480 Reduced 22.02%	1,700 $483,000
Q1 2020 Apr 30, 2020	SELL	$185.88 - $266.67 $20,075 - $28,800	-108 Reduced 4.72%	2,180 $458,000
Q4 2019 Feb 13, 2020	BUY	$205.25 - $235.04 $22,988 - $26,324	112 Added 5.15%	2,288 $533,000
Q3 2019 Nov 13, 2019	BUY	$209.16 - $230.04 $455,132 - $500,567	2,176 New	2,176 $459,000

Others Institutions Holding IGV

# of Institutions

702

Shares Held

55.3M

Call Options Held

8.71M

Put Options Held

3.48M

View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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Personal Cfo Solutions, LLC Ishares Expanded Tech Software Transaction History