Cws Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Cws Financial Advisors, LLC

  • $302 Million
  • Q4 2024

A detailed history of Cws Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 2,654 shares of IVE stock, worth $519,042. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,654
Previous 2,651 0.11%
Holding current value
$519,042
Previous $522,000 3.07%
% of portfolio
0.17%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $568 - $618
3 Added 0.11%
2,654 $506,000
Q3 2024

Nov 14, 2024
BUY
$181.06 - $197.17 $362 - $394
2 Added 0.08%
2,651 $522,000
Q2 2024

Jul 31, 2024
BUY
$176.58 - $186.7 $10,418 - $11,015
59 Added 2.28%
2,649 $482,000
Q1 2024

May 01, 2024
BUY
$171.09 - $186.81 $342 - $373
2 Added 0.08%
2,590 $483,000
Q2 2020

Aug 11, 2020
SELL
$91.94 - $119.67 $59,117 - $76,947
-643 Reduced 19.9%
2,588 $280,000
Q4 2019

Feb 14, 2020
BUY
$115.41 - $130.26 $372,889 - $420,870
3,231 New
3,231 $420,000

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email