Fulcrum Equity Management Ishares S&P 500 Value ETF Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fulcrum Equity Management holds 2,024 shares of IVE stock, worth $397,493. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,024
Previous 2,154 6.04%
Holding current value
$397,493
Previous $392,000 1.79%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Nov 21, 2024
SELL
$181.06 - $197.17 $23,537 - $25,632
-130 Reduced 6.04%
2,024 $399,000
Q2 2024

Jul 19, 2024
BUY
$176.58 - $186.7 $380,353 - $402,151
2,154 New
2,154 $392,000
Q2 2022

Jul 18, 2022
SELL
$133.27 - $158.52 $290,528 - $345,573
-2,180 Closed
0 $0
Q1 2022

Apr 15, 2022
BUY
$147.46 - $159.06 $321,462 - $346,750
2,180 New
2,180 $339,000
Q1 2020

Apr 01, 2020
SELL
$82.97 - $131.79 $562,536 - $893,536
-6,780 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$115.41 - $130.26 $782,479 - $883,162
6,780 New
6,780 $882,000

Others Institutions Holding IVE

# of Institutions
1,662
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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