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

Annis Gardner Whiting Capital Advisors, LLC

  • $289 Billion
  • Q2 2025

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 2,034 shares of IVE stock, worth $416,136. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,034
Previous 2,034 -0.0%
Holding current value
$416,136
Previous $388 Million 2.54%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 12, 2024
SELL
$176.58 - $186.7 $143,382 - $151,600
-812 Reduced 28.53%
2,034 $370 Million
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
1,711
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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