A detailed history of Clarus Wealth Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clarus Wealth Advisors holds 18,312 shares of IVE stock, worth $3.66 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
18,312
Previous 18,196 0.64%
Holding current value
$3.66 Million
Previous $3.31 Million 9.03%
% of portfolio
1.84%
Previous 1.82%

Shares

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

Oct 08, 2024

BUY
$181.06 - $197.17 $21,002 - $22,871
116 Added 0.64%
18,312 $3.61 Million
Q2 2024

Jul 11, 2024

BUY
$176.58 - $186.7 $167,221 - $176,804
947 Added 5.49%
18,196 $3.31 Million
Q1 2024

Apr 11, 2024

SELL
$171.09 - $186.81 $15,569 - $16,999
-91 Reduced 0.52%
17,249 $3.22 Million
Q4 2023

Jan 22, 2024

SELL
$147.64 - $174.21 $890,269 - $1.05 Million
-6,030 Reduced 25.8%
17,340 $3.02 Million
Q2 2023

Jul 10, 2023

BUY
$149.72 - $161.19 $287,911 - $309,968
1,923 Added 8.97%
23,370 $3.77 Million
Q1 2023

Apr 10, 2023

SELL
$144.21 - $159.47 $34,177 - $37,794
-237 Reduced 1.09%
21,447 $3.25 Million
Q4 2022

Jan 12, 2023

SELL
$129.68 - $151.79 $298,264 - $349,117
-2,300 Reduced 9.59%
21,684 $0
Q3 2022

Oct 11, 2022

SELL
$128.52 - $150.96 $41,254 - $48,458
-321 Reduced 1.32%
23,984 $3.13 Million
Q2 2022

Jul 13, 2022

BUY
$133.27 - $158.52 $328,910 - $391,227
2,468 Added 11.3%
24,305 $3.36 Million
Q1 2022

Apr 12, 2022

BUY
$147.46 - $159.06 $12,534 - $13,520
85 Added 0.39%
21,837 $3.4 Million
Q4 2021

Jan 13, 2022

BUY
$145.8 - $156.8 $127,283 - $136,886
873 Added 4.18%
21,752 $3.41 Million
Q3 2021

Oct 06, 2021

BUY
$143.75 - $152.0 $171,062 - $180,880
1,190 Added 6.04%
20,879 $3.09 Million
Q2 2021

Jul 13, 2021

BUY
$142.18 - $151.25 $450,426 - $479,160
3,168 Added 19.18%
19,689 $2.94 Million
Q1 2021

Apr 12, 2021

BUY
$125.98 - $142.4 $311,548 - $352,155
2,473 Added 17.6%
16,521 $2.33 Million
Q4 2020

Jan 12, 2021

SELL
$109.93 - $128.18 $68,926 - $80,368
-627 Reduced 4.27%
14,048 $1.8 Million
Q3 2020

Oct 08, 2020

BUY
$106.77 - $118.22 $370,491 - $410,223
3,470 Added 30.97%
14,675 $1.65 Million
Q2 2020

Jul 09, 2020

BUY
$91.94 - $119.67 $228,838 - $297,858
2,489 Added 28.56%
11,205 $1.21 Million
Q1 2020

Apr 08, 2020

SELL
$82.97 - $131.79 $400,745 - $636,545
-4,830 Reduced 35.66%
8,716 $808,000
Q4 2019

Jan 10, 2020

BUY
$115.41 - $130.26 $1.18 Million - $1.33 Million
10,247 Added 310.61%
13,546 $1.77 Million
Q3 2019

Oct 11, 2019

BUY
$112.0 - $120.88 $28,224 - $30,461
252 Added 8.27%
3,299 $393,000
Q2 2019

Jul 24, 2019

BUY
$108.5 - $117.48 $330,599 - $357,961
3,047 New
3,047 $355,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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