A detailed history of Ci Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 162,592 shares of IVE stock, worth $31.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
162,592
Previous 41,679 290.11%
Holding current value
$31.5 Million
Previous $7.59 Million 322.65%
% of portfolio
0.05%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$181.06 - $197.17 $21.9 Million - $23.8 Million
120,913 Added 290.11%
162,592 $32.1 Million
Q2 2024

Aug 13, 2024

BUY
$176.58 - $186.7 $606,022 - $640,754
3,432 Added 8.97%
41,679 $7.59 Million
Q1 2024

May 09, 2024

BUY
$171.09 - $186.81 $606,514 - $662,241
3,545 Added 10.22%
38,247 $7.14 Million
Q4 2023

Feb 09, 2024

SELL
$147.64 - $174.21 $50.9 Million - $60 Million
-344,467 Reduced 90.85%
34,702 $6.03 Million
Q3 2023

Nov 03, 2023

BUY
$153.33 - $166.75 $54.5 Million - $59.3 Million
355,670 Added 1513.55%
379,169 $58.3 Million
Q2 2023

Aug 10, 2023

SELL
$149.72 - $161.19 $550,520 - $592,695
-3,677 Reduced 13.53%
23,499 $3.79 Million
Q1 2023

May 15, 2023

BUY
$144.21 - $159.47 $968,658 - $1.07 Million
6,717 Added 32.83%
27,176 $4.12 Million
Q4 2022

Feb 15, 2023

BUY
$129.68 - $151.79 $2.65 Million - $3.11 Million
20,459 New
20,459 $2.97 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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