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 $5.43 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
28,667
Previous 29,476 2.74%
Holding current value
$5.43 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
1,532
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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