A detailed history of Ehrlich Financial Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 37,453 shares of IVE stock, worth $7.18 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
37,453
Previous 43,627 14.15%
Holding current value
$7.18 Million
Previous $7.94 Billion 7.0%
% of portfolio
5.27%
Previous 6.27%

Shares

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

Oct 07, 2024

SELL
$181.06 - $197.17 $1.12 Million - $1.22 Million
-6,174 Reduced 14.15%
37,453 $7.38 Billion
Q2 2024

Jul 12, 2024

BUY
$176.58 - $186.7 $1.53 Million - $1.62 Million
8,672 Added 24.81%
43,627 $7.94 Billion
Q1 2024

Apr 15, 2024

BUY
$171.09 - $186.81 $1.94 Million - $2.11 Million
11,320 Added 47.9%
34,955 $6.53 Billion
Q4 2023

Feb 13, 2024

BUY
$147.64 - $174.21 $3.49 Million - $4.12 Million
23,635 New
23,635 $4.11 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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