Apella Capital, LLC Ishares S&P 500 Value ETF Transaction History

Apella Capital, LLC

$2.54 Billion
Q4 2024

A detailed history of Apella Capital, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Apella Capital, LLC holds 3,696 shares of IVE stock, worth $697,841. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,696

Previous 2,548 45.05%

Holding current value

$697,841

Previous $502,000 40.44%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$189.5 - $206.17 $217,546 - $236,683	1,148 Added 45.05%	3,696 $705,000
Q3 2024 Oct 03, 2024	BUY	$181.06 - $197.17 $3,983 - $4,337	22 Added 0.87%	2,548 $502,000
Q2 2024 Jul 10, 2024	BUY	$176.58 - $186.7 $17,834 - $18,856	101 Added 4.16%	2,526 $459,000
Q1 2024 Apr 10, 2024	BUY	$171.09 - $186.81 $204,965 - $223,798	1,198 Added 97.64%	2,425 $453,000
Q4 2023 Jan 05, 2024	BUY	$147.64 - $174.21 $181,154 - $213,755	1,227 New	1,227 $213,000

Others Institutions Holding IVE

# of Institutions

1,671

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Apella Capital, LLC Ishares S&P 500 Value ETF Transaction History