Edgemoor Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Edgemoor Investment Advisors, Inc.

  • $1.14 Billion
  • Q3 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 3,393 shares of IVE stock, worth $678,260. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,393
Previous 3,340 1.59%
Holding current value
$678,260
Previous $607,000 10.05%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024
BUY
$181.06 - $197.17 $9,596 - $10,450
53 Added 1.59%
3,393 $668,000
Q2 2024

Aug 07, 2024
SELL
$176.58 - $186.7 $44,145 - $46,675
-250 Reduced 6.96%
3,340 $607,000
Q4 2023

Feb 07, 2024
BUY
$147.64 - $174.21 $20,669 - $24,389
140 Added 4.06%
3,590 $624,000
Q3 2023

Nov 09, 2023
BUY
$153.33 - $166.75 $528,988 - $575,287
3,450 New
3,450 $530,000

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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