Ehrlich Financial Group Ishares S&P 500 Value ETF Transaction History

Ehrlich Financial Group

$141 Billion
Q4 2024

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 36,642 shares of IVE stock, worth $7.16 Million. This represents 4.97% of its overall portfolio holdings.

Number of Shares

36,642

Previous 37,453 2.17%

Holding current value

$7.16 Million

Previous $7.38 Billion 5.29%

% of portfolio

4.97%

Previous 5.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$189.5 - $206.17 $153,684 - $167,203	-811 Reduced 2.17%	36,642 $6.99 Billion
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

# of Institutions

1,556

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Ehrlich Financial Group Ishares S&P 500 Value ETF Transaction History