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 204,597 shares of IVE stock, worth $40.9 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
204,597
Previous 202,865 0.85%
Holding current value
$40.9 Million
Previous $36.9 Million 9.25%
% of portfolio
5.09%
Previous 4.86%

Shares

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

Oct 16, 2024

BUY
$181.06 - $197.17 $313,595 - $341,498
1,732 Added 0.85%
204,597 $40.3 Million
Q2 2024

Jul 19, 2024

BUY
$176.58 - $186.7 $564,702 - $597,066
3,198 Added 1.6%
202,865 $36.9 Million
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
$129.68 - $151.79 $3.15 Million - $3.69 Million
24,323 Added 13.55%
203,824 $29.6 Million
Q3 2022

Oct 21, 2022

BUY
$128.52 - $150.96 $16.5 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
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