Northwest Financial Advisors Ishares S&P 500 Value ETF Transaction History

Northwest Financial Advisors

  • $121 Billion
  • Q1 2025

A detailed history of Northwest Financial Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,014 shares of IVE stock, worth $378,833. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,014
Holding current value
$378,833
% of portfolio
0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $374,160 - $399,940
2,014 New
2,014 $384 Million
Q3 2024

Nov 13, 2024
SELL
$181.06 - $197.17 $1,629 - $1,774
-9 Reduced 1.87%
472 $93.1 Million
Q1 2024

May 09, 2024
BUY
$171.09 - $186.81 $1,539 - $1,681
9 Added 1.91%
481 $89.9 Million
Q4 2023

Feb 07, 2024
BUY
$147.64 - $174.21 $69,686 - $82,227
472 New
472 $82.1 Million

Others Institutions Holding IVE

# of Institutions
1,694
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email