Gerber Kawasaki Wealth & Investment Management Ishares S&P 500 Value ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,762 shares of IVE stock, worth $358,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,762
Previous 1,672 5.38%
Holding current value
$358,725
Previous $304,000 14.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$181.06 - $197.17 $16,295 - $17,745
90 Added 5.38%
1,762 $347,000
Q2 2024

Aug 13, 2024
SELL
$176.58 - $186.7 $2,295 - $2,427
-13 Reduced 0.77%
1,672 $304,000
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $51,498 - $56,229
301 Added 21.75%
1,685 $314,000
Q4 2023

Feb 12, 2024
BUY
$147.64 - $174.21 $885 - $1,045
6 Added 0.44%
1,384 $240,000
Q3 2023

Nov 14, 2023
SELL
$153.33 - $166.75 $1,379 - $1,500
-9 Reduced 0.65%
1,378 $211,000
Q2 2023

Aug 10, 2023
BUY
$149.72 - $161.19 $207,661 - $223,570
1,387 New
1,387 $223,000
Q1 2022

May 12, 2022
SELL
$147.46 - $159.06 $70,043 - $75,553
-475 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$145.8 - $156.8 $68,963 - $74,166
473 Added 23650.0%
475 $257,000
Q3 2021

Nov 15, 2021
BUY
$143.75 - $152.0 $287 - $304
2 New
2 $2,000

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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