Novak & Powell Financial Services, Inc. Ishares S&P 500 Value ETF Transaction History

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q2 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 3,633 shares of IVE stock, worth $728,779. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,633
Holding current value
$728,779
% of portfolio
0.41%

Shares

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

Aug 15, 2024
BUY
$176.58 - $186.7 $641,515 - $678,281
3,633 New
3,633 $661 Million
Q4 2023

Feb 21, 2024
BUY
$147.64 - $174.21 $552,468 - $651,893
3,742 New
3,742 $654 Million

Others Institutions Holding IVE

# of Institutions
1,485
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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 Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. 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 Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email