Fee Only Financial Planning, L.C. Ishares S&P 500 Value ETF Transaction History

Fee Only Financial Planning, L.C.

  • $149 Billion
  • Q2 2024

A detailed history of Fee Only Financial Planning, L.C. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 1,244 shares of IVE stock, worth $244,010. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,244
Previous 1,317 5.54%
Holding current value
$244,010
Previous $246 Million 7.97%
% of portfolio
0.15%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$176.58 - $186.7 $12,890 - $13,629
-73 Reduced 5.54%
1,244 $226 Million
Q4 2023

Feb 05, 2024
SELL
$147.64 - $174.21 $2,214 - $2,613
-15 Reduced 1.13%
1,317 $229 Million
Q2 2023

Apr 22, 2024
SELL
$149.72 - $161.19 $149 - $161
-1 Reduced 0.08%
1,332 $215 Million
Q2 2023

Aug 07, 2023
SELL
$149.72 - $161.19 $149 - $161
-1 Reduced 0.08%
1,332 $215 Million
Q1 2023

Apr 22, 2024
BUY
$144.21 - $159.47 $2,307 - $2,551
16 Added 1.21%
1,333 $202 Million
Q1 2023

Apr 28, 2023
BUY
$144.21 - $159.47 $192,231 - $212,573
1,333 New
1,333 $202 Million

Others Institutions Holding IVE

# of Institutions
1,445
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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