Bbjs Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Bbjs Financial Advisors, LLC

$280 Billion
Q1 2024

A detailed history of Bbjs Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 35,743 shares of IVE stock, worth $6.51 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

35,743

Previous 42,269 15.44%

Holding current value

$6.51 Million

Previous $7.35 Billion 9.16%

% of portfolio

2.38%

Previous 2.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$171.09 - $186.81 $1.12 Million - $1.22 Million	-6,526 Reduced 15.44%	35,743 $6.68 Billion
Q4 2023 Feb 28, 2024	SELL	$147.64 - $174.21 $76,329 - $90,066	-517 Reduced 1.21%	42,269 $7.35 Billion
Q3 2023 Nov 08, 2023	SELL	$153.33 - $166.75 $1.44 Million - $1.56 Million	-9,361 Reduced 17.95%	42,786 $6.58 Billion
Q2 2023 Aug 03, 2023	SELL	$149.72 - $161.19 $229,520 - $247,104	-1,533 Reduced 2.86%	52,147 $8.41 Billion
Q1 2023 May 15, 2023	BUY	$144.21 - $159.47 $1.18 Million - $1.31 Million	8,208 Added 18.05%	53,680 $8.15 Billion

Q4 2022 Feb 24, 2023	BUY	$140.72 - $151.79 $6.4 Million - $6.9 Million	45,472 New	45,472 $6.6 Billion

Others Institutions Holding IVE

# of Institutions

1,420

Shares Held

138M

Call Options Held

124K

Put Options Held

11.6K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Bbjs Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History