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

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 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 $795,213. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,148
Previous 4,148 -0.0%
Holding current value
$795,213
Previous $754,000 8.36%
% of portfolio
0.13%
Previous 0.13%

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
1,532
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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