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

Copperleaf Capital, LLC

  • $115 Million
  • Q3 2024

A detailed history of Copperleaf Capital, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 10,804 shares of IVE stock, worth $2.15 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
10,804
Previous 10,978 1.58%
Holding current value
$2.15 Million
Previous $2 Million 6.61%
% of portfolio
1.85%
Previous 1.82%

Shares

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

Nov 14, 2024
SELL
$181.06 - $197.17 $31,504 - $34,307
-174 Reduced 1.58%
10,804 $2.13 Million
Q2 2024

Aug 13, 2024
BUY
$176.58 - $186.7 $134,907 - $142,638
764 Added 7.48%
10,978 $2 Million
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $1.75 Million - $1.91 Million
10,214 New
10,214 $1.91 Million

Others Institutions Holding IVE

# of Institutions
1,529
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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