Capital Planning Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Capital Planning Advisors, LLC

  • $555 Million
  • Q1 2024

A detailed history of Capital Planning Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 4,148 shares of IVE stock, worth $753,235. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,148
Previous 4,148 -0.0%
Holding current value
$753,235
Previous $721,000 7.35%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

Apr 30, 2021
SELL
$125.98 - $142.4 $166,545 - $188,252
-1,322 Reduced 24.17%
4,148 $586,000
Q3 2019

Nov 05, 2019
BUY
$112.0 - $120.88 $612,640 - $661,213
5,470 New
5,470 $652,000

Others Institutions Holding IVE

# of Institutions
1,422
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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