A detailed history of Forum Private Client Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,563 shares of IVE stock, worth $1.07 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,563
Previous 5,497 1.2%
Holding current value
$1.07 Million
Previous $1 Billion 9.62%
% of portfolio
0.49%
Previous 0.48%

Shares

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

Nov 12, 2024

BUY
$181.06 - $197.17 $11,949 - $13,013
66 Added 1.2%
5,563 $1.1 Billion
Q2 2024

Aug 13, 2024

SELL
$176.58 - $186.7 $20,659 - $21,843
-117 Reduced 2.08%
5,497 $1 Billion
Q1 2024

May 15, 2024

BUY
$171.09 - $186.81 $18,819 - $20,549
110 Added 2.0%
5,614 $1.05 Billion
Q4 2023

Jan 19, 2024

BUY
$147.64 - $174.21 $812,610 - $958,851
5,504 New
5,504 $957 Million
Q2 2023

Aug 02, 2023

SELL
$149.72 - $161.19 $3,743 - $4,029
-25 Reduced 0.44%
5,666 $913,000
Q1 2023

May 15, 2023

SELL
$144.21 - $159.47 $53,790 - $59,482
-373 Reduced 6.15%
5,691 $863,000
Q4 2022

Feb 10, 2023

SELL
$129.68 - $151.79 $8,818 - $10,321
-68 Reduced 1.11%
6,064 $879,000
Q3 2022

Nov 10, 2022

SELL
$128.52 - $150.96 $1,028 - $1,207
-8 Reduced 0.13%
6,132 $788,000
Q2 2022

Aug 05, 2022

BUY
$133.27 - $158.52 $103,817 - $123,487
779 Added 14.53%
6,140 $844,000
Q1 2022

Aug 05, 2022

BUY
$147.46 - $159.06 $790,533 - $852,720
5,361 New
5,361 $835,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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