Curtis Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Curtis Advisory Group, LLC

  • $378 Million
  • Q2 2025

A detailed history of Curtis Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,964 shares of IVE stock, worth $409,435. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,964
Previous 1,964 -0.0%
Holding current value
$409,435
Previous $374,000 2.41%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Jul 20, 2020
BUY
$91.94 - $119.67 $180,570 - $235,031
1,964 New
1,964 $213,000
Q1 2020

May 15, 2020
SELL
$82.97 - $131.79 $162,953 - $258,835
-1,964 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$115.41 - $130.26 $226,665 - $255,830
1,964 New
1,964 $255,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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