A detailed history of Bcu Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 6,323 shares of IVE stock, worth $1.22 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,323
Previous 5,679 11.34%
Holding current value
$1.22 Million
Previous $1.03 Billion 20.61%
% of portfolio
0.74%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$181.06 - $197.17 $116,602 - $126,977
644 Added 11.34%
6,323 $1.25 Billion
Q2 2024

Aug 01, 2024

BUY
$176.58 - $186.7 $94,823 - $100,257
537 Added 10.44%
5,679 $1.03 Billion
Q1 2024

May 03, 2024

BUY
$171.09 - $186.81 $879,744 - $960,577
5,142 New
5,142 $961 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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