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 2,651 shares of IVE stock, worth $506,420. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,651
Previous 2,649 0.08%
Holding current value
$506,420
Previous $482,000 8.3%
% of portfolio
0.19%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 VALUE ETF


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