Annex Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024

A detailed history of Annex Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,431 shares of IVE stock, worth $279,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,431
Previous 1,413 1.27%
Holding current value
$279,631
Previous $278,000 1.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 16, 2025
BUY
$189.5 - $206.17 $3,411 - $3,711
18 Added 1.27%
1,431 $273,000
Q3 2024

Oct 10, 2024
BUY
$181.06 - $197.17 $255,837 - $278,601
1,413 New
1,413 $278,000

Others Institutions Holding IVE

# of Institutions
1,556
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
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email