Beese Fulmer Investment Management, Inc. Ishares S&P 500 Value ETF Transaction History

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 63,912 shares of IVE stock, worth $13.2 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
63,912
Holding current value
$13.2 Million
% of portfolio
0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$168.34 - $195.42 $10.8 Million - $12.5 Million
63,912 New
63,912 $12.5 Million
Q3 2020

Oct 08, 2020
SELL
$106.77 - $118.22 $39,611 - $43,859
-371 Closed
0 $0
Q2 2020

Jul 17, 2020
BUY
$91.94 - $119.67 $34,109 - $44,397
371 New
371 $40,000

Others Institutions Holding IVE

# of Institutions
1,709
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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