Clientfirst Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Clientfirst Wealth Management, LLC

  • $122 Million
  • Q3 2025

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,066 shares of IVE stock, worth $852,274. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,066
Previous 4,066 -0.0%
Holding current value
$852,274
Previous $794,000 5.67%
% of portfolio
0.69%
Previous 0.82%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Apr 01, 2022
BUY
$145.8 - $156.8 $592,822 - $637,548
4,066 New
4,066 $637,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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