A detailed history of Fiduciary Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fiduciary Group LLC holds 1,210 shares of IVE stock, worth $241,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,210
Previous 1,195 1.26%
Holding current value
$241,334
Previous $217,000 9.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$181.06 - $197.17 $2,715 - $2,957
15 Added 1.26%
1,210 $238,000
Q4 2023

Feb 05, 2024

BUY
$147.64 - $174.21 $176,429 - $208,180
1,195 New
1,195 $207,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group 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 Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.