A detailed history of Taylor Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 8,952 shares of IVE stock, worth $1.8 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
8,952
Previous 9,062 1.21%
Holding current value
$1.8 Million
Previous $1.69 Billion 3.75%
% of portfolio
1.25%
Previous 1.29%

Shares

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

Jul 31, 2024

SELL
$176.58 - $186.7 $19,423 - $20,537
-110 Reduced 1.21%
8,952 $1.63 Billion
Q1 2024

May 14, 2024

BUY
$171.09 - $186.81 $24,808 - $27,087
145 Added 1.63%
9,062 $1.69 Billion
Q4 2023

Sep 17, 2024

SELL
$147.64 - $174.21 $5,167 - $6,097
-35 Reduced 0.39%
8,917 $1.55 Billion
Q4 2023

Feb 16, 2024

BUY
$147.64 - $174.21 $1.32 Million - $1.55 Million
8,917 New
8,917 $1.55 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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