Beverly Hills Private Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,209 shares of IVE stock, worth $229,492. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,389 12.96%
Holding current value
$229,492
Previous $274 Million 15.74%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$189.5 - $206.17 $34,110 - $37,110
-180 Reduced 12.96%
1,209 $231 Million
Q3 2024

Nov 12, 2024
SELL
$181.06 - $197.17 $106,825 - $116,330
-590 Reduced 29.81%
1,389 $274 Million
Q2 2024

Aug 07, 2024
SELL
$176.58 - $186.7 $22,602 - $23,897
-128 Reduced 6.07%
1,979 $360 Million
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $360,486 - $393,608
2,107 New
2,107 $394 Million

Others Institutions Holding IVE

# of Institutions
1,674
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email