Blue Bell Private Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 317 shares of IVE stock, worth $65,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
317
Previous 317 -0.0%
Holding current value
$65,355
Previous $57,000 8.77%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
SELL
$144.21 - $159.47 $3,172 - $3,508
-22 Reduced 6.49%
317 $48,000
Q4 2022

Feb 03, 2023
SELL
$129.68 - $151.79 $27,751 - $32,483
-214 Reduced 38.7%
339 $49,000
Q1 2022

Apr 21, 2022
BUY
$147.46 - $159.06 $66,651 - $71,895
452 Added 447.52%
553 $86,000
Q4 2021

Jan 26, 2022
BUY
$145.8 - $156.8 $14,725 - $15,836
101 New
101 $16,000

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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