Ownership history in First Personal Financial Services · 40 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 21,664 | -465 | -2.1% | 2.64% | $12.5M | $566.00 |
| 2024 Q2 | REDUCED | 22,129 | -261 | -1.2% | 2.74% | $12.1M | $534.89 |
| 2024 Q1 | ADDED | 22,390 | +650 | +3.0% | 2.73% | $11.8M | $512.33 |
| 2023 Q4 | REDUCED | 21,740 | -510 | -2.3% | 2.53% | $10.4M | $463.98 |
| 2023 Q3 | REDUCED | 22,250 | -1,275 | -5.4% | 2.49% | $9.6M | $415.48 |
| 2023 Q2 | REDUCED | 23,525 | -245 | -1.0% | 2.60% | $10.5M | $429.27 |
| 2023 Q1 | REDUCED | 23,770 | -262 | -1.1% | 2.53% | $9.8M | $394.68 |
| 2022 Q4 | REDUCED | 24,032 | -1,418 | -5.6% | 2.50% | $9.2M | $367.35 |
| 2022 Q3 | REDUCED | 25,450 | -140 | -0.5% | 2.65% | $9.1M | $341.43 |
| 2022 Q2 | REDUCED | 25,590 | -2,779 | -9.8% | 2.72% | $9.7M | $359.10 |
As of 2025 Q4 — sorted by position size