Courage Miller Partners, LLC Ishares S&P 500 Value ETF Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 1,555 shares of IVE stock, worth $304,111. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,555

Previous 1,555 -0.0%

Holding current value

$304,111

Previous $306,000 3.27%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$181.06 - $197.17 $2,353 - $2,563	-13 Reduced 0.83%	1,555 $306,000
Q1 2024 Apr 15, 2024	SELL	$171.09 - $186.81 $171 - $186	-1 Reduced 0.06%	1,568 $292,000
Q4 2023 Jan 19, 2024	SELL	$147.64 - $174.21 $52,412 - $61,844	-355 Reduced 18.45%	1,569 $272,000
Q3 2023 Oct 13, 2023	SELL	$153.33 - $166.75 $5,213 - $5,669	-34 Reduced 1.74%	1,924 $295,000
Q2 2023 Jul 20, 2023	SELL	$149.72 - $161.19 $149 - $161	-1 Reduced 0.05%	1,958 $315,000
Q1 2023 Apr 21, 2023	SELL	$144.21 - $159.47 $2,307 - $2,551	-16 Reduced 0.81%	1,959 $297,000
Q4 2022 Jan 27, 2023	SELL	$129.68 - $151.79 $9,596 - $11,232	-74 Reduced 3.61%	1,975 $286,000
Q2 2022 Jul 18, 2022	BUY	$133.27 - $158.52 $11,327 - $13,474	85 Added 4.33%	2,049 $282,000
Q1 2022 May 06, 2022	BUY	$147.46 - $159.06 $37,307 - $40,242	253 Added 14.79%	1,964 $306,000
Q4 2021 Jan 19, 2022	BUY	$145.8 - $156.8 $10,935 - $11,760	75 Added 4.58%	1,711 $268,000
Q3 2021 Nov 05, 2021	BUY	$143.75 - $152.0 $9,918 - $10,488	69 Added 4.4%	1,636 $238,000
Q2 2021 Jul 28, 2021	BUY	$142.18 - $151.25 $21,184 - $22,536	149 Added 10.51%	1,567 $231,000
Q1 2021 Apr 26, 2021	BUY	$125.98 - $142.4 $178,639 - $201,923	1,418 New	1,418 $200,000

Others Institutions Holding IVE

# of Institutions

1,665

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Courage Miller Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Courage Miller Partners, LLC with notifications on news.

Account

Courage Miller Partners, LLC Ishares S&P 500 Value ETF Transaction History