Founders Financial Alliance, LLC Ishares S&P 500 Value ETF Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,069 shares of IVE stock, worth $207,482. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,069

Previous 859 24.45%

Holding current value

$207,482

Previous $156,000 34.62%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$181.06 - $197.17 $38,022 - $41,405	210 Added 24.45%	1,069 $210,000
Q2 2023 Aug 11, 2023	BUY	$149.72 - $161.19 $10,031 - $10,799	67 Added 8.46%	859 $138,000
Q1 2023 May 15, 2023	SELL	$144.21 - $159.47 $17,449 - $19,295	-121 Reduced 13.25%	792 $120,000
Q4 2022 Feb 15, 2023	SELL	$129.68 - $151.79 $37,996 - $44,474	-293 Reduced 24.3%	913 $132,000
Q3 2022 Nov 14, 2022	SELL	$128.52 - $150.96 $47,680 - $56,006	-371 Reduced 23.53%	1,206 $155,000
Q2 2022 Aug 15, 2022	BUY	$133.27 - $158.52 $49,443 - $58,810	371 Added 30.76%	1,577 $217,000
Q2 2021 Aug 02, 2021	SELL	$142.18 - $151.25 $305,260 - $324,733	-2,147 Reduced 64.03%	1,206 $178,000
Q3 2020 Nov 13, 2020	BUY	$106.77 - $118.22 $357,999 - $396,391	3,353 New	3,353 $388,000

Others Institutions Holding IVE

# of Institutions

1,553

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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Founders Financial Alliance, LLC Ishares S&P 500 Value ETF Transaction History