Annis Gardner Whiting Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $279 Billion
  • Q1 2024

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 2,846 shares of IVE stock, worth $516,805. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,846
Previous 649 338.52%
Holding current value
$516,805
Previous $113 Million 371.1%
% of portfolio
0.19%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $375,884 - $410,421
2,197 Added 338.52%
2,846 $532 Million
Q3 2023

Nov 08, 2023
BUY
$153.33 - $166.75 $99,511 - $108,220
649 New
649 $100 Million

Others Institutions Holding IVE

# of Institutions
1,422
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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 Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email