Heritage Family Offices, LLP Ishares S&P 500 Value ETF Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,400 shares of IVE stock, worth $273,798. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,135 23.35%
Holding current value
$273,798
Previous $224 Million 19.39%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$189.5 - $206.17 $50,217 - $54,635
265 Added 23.35%
1,400 $267 Million
Q3 2024

Oct 16, 2024
BUY
$181.06 - $197.17 $205,503 - $223,787
1,135 New
1,135 $224 Million

Others Institutions Holding IVE

# of Institutions
1,665
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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