United Advisor Group, LLC Ishares S&P 500 Value ETF Transaction History

United Advisor Group, LLC

  • $422 Million
  • Q3 2024

A detailed history of United Advisor Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 8,686 shares of IVE stock, worth $1.68 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,686
Previous 8,897 2.37%
Holding current value
$1.68 Million
Previous $1.62 Million 5.74%
% of portfolio
0.41%
Previous 0.53%

Shares

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

Oct 30, 2024
SELL
$181.06 - $197.17 $38,203 - $41,602
-211 Reduced 2.37%
8,686 $1.71 Million
Q2 2024

Aug 08, 2024
SELL
$176.58 - $186.7 $58,801 - $62,171
-333 Reduced 3.61%
8,897 $1.62 Million
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $1.33 Million - $1.45 Million
7,746 Added 521.97%
9,230 $1.72 Million
Q4 2023

Feb 15, 2024
BUY
$147.64 - $174.21 $219,097 - $258,527
1,484 New
1,484 $258,000

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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