A detailed history of Financial Perspectives, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 477 shares of IVE stock, worth $91,445. This represents 0.03% of its overall portfolio holdings.

Number of Shares
477
Previous 474 0.63%
Holding current value
$91,445
Previous $86.3 Million 8.95%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2024

BUY
$181.06 - $197.17 $543 - $591
3 Added 0.63%
477 $94 Million
Q2 2024

Aug 09, 2024

BUY
$176.58 - $186.7 $353 - $373
2 Added 0.42%
474 $86.3 Million
Q1 2024

Apr 19, 2024

BUY
$171.09 - $186.81 $342 - $373
2 Added 0.43%
472 $88.1 Million
Q4 2023

Feb 01, 2024

BUY
$147.64 - $174.21 $738 - $871
5 Added 1.08%
470 $81.6 Million
Q2 2023

Jan 09, 2024

BUY
$149.72 - $161.19 $299 - $322
2 Added 0.43%
465 $74.9 Million
Q1 2023

Jan 09, 2024

BUY
$144.21 - $159.47 $288 - $318
2 Added 0.43%
463 $70.3 Million
Q4 2022

Jan 09, 2024

BUY
$129.68 - $151.79 $389 - $455
3 Added 0.66%
461 $66.9 Million
Q3 2022

Jan 09, 2024

BUY
$128.52 - $150.96 $385 - $452
3 Added 0.66%
458 $58.9 Million
Q2 2022

Jan 09, 2024

BUY
$133.27 - $158.52 $266 - $317
2 Added 0.44%
455 $62.6 Million
Q1 2022

Jan 09, 2024

BUY
$147.46 - $159.06 $294 - $318
2 Added 0.44%
453 $70.6 Million
Q4 2021

Jan 09, 2024

BUY
$145.8 - $156.8 $291 - $313
2 Added 0.45%
451 $70.7 Million
Q3 2021

Jan 09, 2024

BUY
$143.75 - $152.0 $431 - $456
3 Added 0.67%
449 $65.3 Million
Q2 2021

Jan 09, 2024

SELL
$142.18 - $151.25 $8.87 Million - $9.44 Million
-62,387 Reduced 99.29%
446 $65.9 Million
Q1 2021

Jan 09, 2024

BUY
$125.98 - $142.4 $7.86 Million - $8.88 Million
62,390 Added 14083.52%
62,833 $445,000
Q4 2020

Jan 09, 2024

SELL
$109.93 - $128.18 $206,778 - $241,106
-1,881 Reduced 80.94%
443 $56.7 Million
Q3 2020

Jan 09, 2024

BUY
$106.77 - $118.22 $1,815 - $2,009
17 Added 0.74%
2,324 $261 Million
Q2 2020

Jan 09, 2024

BUY
$91.94 - $119.67 $1,195 - $1,555
13 Added 0.57%
2,307 $250 Million
Q1 2020

Jan 09, 2024

BUY
$82.97 - $131.79 $1,576 - $2,504
19 Added 0.84%
2,294 $221 Million
Q4 2019

Jan 09, 2024

BUY
$115.41 - $130.26 $262,557 - $296,341
2,275 New
2,275 $296 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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