Cfs Investment Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

Cfs Investment Advisory Services, LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 28,667 shares of IVE stock, worth $5.72 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
28,667
Previous 29,476 2.74%
Holding current value
$5.72 Million
Previous $5.37 Million 5.35%
% of portfolio
0.47%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$181.06 - $197.17 $146,477 - $159,510
-809 Reduced 2.74%
28,667 $5.65 Million
Q2 2024

Aug 13, 2024
BUY
$176.58 - $186.7 $5.2 Million - $5.5 Million
29,476 New
29,476 $5.37 Million
Q2 2023

Jul 21, 2023
BUY
$149.72 - $161.19 $448,261 - $482,602
2,994 New
2,994 $483,000
Q2 2022

Aug 16, 2022
SELL
$133.27 - $158.52 $2.61 Million - $3.11 Million
-19,621 Closed
0 $0
Q1 2022

May 27, 2022
BUY
$147.46 - $159.06 $2.89 Million - $3.12 Million
19,621 New
19,621 $0

Others Institutions Holding IVE

# of Institutions
1,528
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
Track This Portfolio

Track Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email