A detailed history of Global Financial Private Client, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Global Financial Private Client, LLC holds 867 shares of IVE stock, worth $170,062. This represents 0.07% of its overall portfolio holdings.

Number of Shares
867
Previous 660 31.36%
Holding current value
$170,062
Previous $123 Million 28.77%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$176.58 - $186.7 $36,552 - $38,646
207 Added 31.36%
867 $158 Million
Q1 2024

May 15, 2024

BUY
$171.09 - $186.81 $112,919 - $123,294
660 New
660 $123 Million
Q3 2020

May 15, 2024

SELL
$106.77 - $118.22 $25,731 - $28,491
-241 Closed
0 $0
Q4 2019

May 15, 2024

BUY
$115.41 - $130.26 $27,813 - $31,392
241 New
241 $31.4 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.