A detailed history of Berkshire Money Management, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 199,667 shares of IVE stock, worth $36.3 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares
199,667
Previous 195,638 2.06%
Holding current value
$36.3 Million
Previous $34 Million 9.64%
% of portfolio
4.87%
Previous 4.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$171.09 - $186.81 $689,321 - $752,657
4,029 Added 2.06%
199,667 $37.3 Million
Q4 2023

Feb 08, 2024

SELL
$147.64 - $174.21 $11 Million - $13 Million
-74,569 Reduced 27.6%
195,638 $34 Million
Q3 2023

Oct 17, 2023

BUY
$153.33 - $166.75 $5.47 Million - $5.95 Million
35,678 Added 15.21%
270,207 $41.6 Million
Q2 2023

Aug 07, 2023

BUY
$149.72 - $161.19 $34,435 - $37,073
230 Added 0.1%
234,529 $37.8 Million
Q1 2023

May 12, 2023

BUY
$144.21 - $159.47 $4.39 Million - $4.86 Million
30,475 Added 14.95%
234,299 $35.6 Million
Q4 2022

Feb 13, 2023

BUY
$140.72 - $151.79 $3.42 Million - $3.69 Million
24,323 Added 13.55%
203,824 $29.6 Million
Q3 2022

Oct 21, 2022

BUY
$133.06 - $150.96 $17.1 Million - $19.4 Million
128,611 Added 252.72%
179,501 $23.1 Million
Q2 2022

Jul 14, 2022

BUY
$133.27 - $158.52 $6.78 Million - $8.07 Million
50,890 New
50,890 $7 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Berkshire Money Management, Inc. Portfolio

Follow Berkshire Money Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.