Gradient Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Gradient Capital Advisors, LLC

  • $296 Million
  • Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 2,759 shares of IVE stock, worth $561,704. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,759
Previous 2,759 -0.0%
Holding current value
$561,704
Previous $502,000 8.17%
% of portfolio
0.18%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$171.09 - $186.81 $11,291 - $12,329
66 Added 2.45%
2,759 $515,000
Q4 2022

Feb 03, 2023
SELL
$129.68 - $151.79 $2,593 - $3,035
-20 Reduced 0.74%
2,693 $390,000
Q2 2019

Jul 16, 2019
SELL
$108.5 - $117.48 $52,080 - $56,390
-480 Reduced 15.03%
2,713 $316,000
Q4 2018

Jan 30, 2019
SELL
$95.36 - $116.8 $38,430 - $47,070
-403 Reduced 11.21%
3,193 $323,000
Q4 2017

Feb 12, 2018
BUY
$108.39 - $114.78 $389,770 - $412,748
3,596
3,596 $411,000

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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