A detailed history of Crewe Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 707 shares of IVE stock, worth $145,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares
707
Previous 708 0.14%
Holding current value
$145,486
Previous $128,000 8.59%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$181.06 - $197.17 $181 - $197
-1 Reduced 0.14%
707 $139,000
Q2 2024

Jul 29, 2024

BUY
$176.58 - $186.7 $1,236 - $1,306
7 Added 1.0%
708 $128,000
Q1 2024

May 13, 2024

BUY
$171.09 - $186.81 $6,330 - $6,911
37 Added 5.57%
701 $130,000
Q4 2023

Feb 09, 2024

SELL
$147.64 - $174.21 $58,317 - $68,812
-395 Reduced 37.3%
664 $115,000
Q3 2023

Nov 08, 2023

BUY
$153.33 - $166.75 $60,258 - $65,532
393 Added 59.01%
1,059 $162,000
Q2 2023

Jul 28, 2023

SELL
$149.72 - $161.19 $124,267 - $133,787
-830 Reduced 55.48%
666 $107,000
Q3 2022

Nov 14, 2022

BUY
$128.52 - $150.96 $55,906 - $65,667
435 Added 41.0%
1,496 $192,000
Q2 2022

Aug 02, 2022

BUY
$133.27 - $158.52 $52,508 - $62,456
394 Added 59.07%
1,061 $146,000
Q1 2022

Apr 27, 2022

BUY
$147.46 - $159.06 $91,720 - $98,935
622 Added 1382.22%
667 $104,000
Q4 2020

Jan 27, 2021

SELL
$109.93 - $128.18 $49,908 - $58,193
-454 Reduced 90.98%
45 $6,000
Q3 2020

Oct 13, 2020

SELL
$106.77 - $118.22 $243,649 - $269,778
-2,282 Reduced 82.06%
499 $56,000
Q1 2020

May 07, 2020

SELL
$82.97 - $131.79 $136,900 - $217,453
-1,650 Reduced 37.24%
2,781 $268,000
Q4 2019

Feb 05, 2020

SELL
$115.41 - $130.26 $222,048 - $250,620
-1,924 Reduced 30.28%
4,431 $576,000
Q2 2018

Aug 07, 2018

SELL
$107.03 - $113.19 $50,625 - $53,538
-473 Reduced 6.93%
6,355 $700,000
Q1 2018

May 07, 2018

SELL
$106.61 - $121.11 $22,174 - $25,190
-208 Reduced 2.96%
6,828 $747,000
Q4 2017

Feb 09, 2018

BUY
$108.39 - $114.78 $762,632 - $807,592
7,036
7,036 $804,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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