Bms Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,615 shares of IVE stock, worth $338,520. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,615
Previous 1,617 0.12%
Holding current value
$338,520
Previous $245,000 6.12%
% of portfolio
0.18%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$149.72 - $161.19 $299 - $322
-2 Reduced 0.12%
1,615 $260,000
Q1 2023

Apr 10, 2023
BUY
$144.21 - $159.47 $233,187 - $257,862
1,617 New
1,617 $245,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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