Big Sur Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 8,500 shares of IVE stock, worth $1.75 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
8,500
Previous 8,500 -0.0%
Holding current value
$1.75 Million
Previous $1.55 Million 8.27%
% of portfolio
0.47%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 30, 2020
BUY
$106.77 - $118.22 $320,310 - $354,660
3,000 Added 54.55%
8,500 $956,000
Q1 2020

May 05, 2020
BUY
$82.97 - $131.79 $456,335 - $724,845
5,500 New
5,500 $529,000

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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