Hcr Wealth Advisors Ishares S&P 500 Value ETF Transaction History

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,221 shares of IVE stock, worth $424,277. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,221
Previous 2,221 -0.0%
Holding current value
$424,277
Previous $404,000 8.17%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 06, 2024
BUY
$176.58 - $186.7 $7,063 - $7,468
40 Added 1.83%
2,221 $404,000
Q1 2024

May 10, 2024
BUY
$171.09 - $186.81 $855 - $934
5 Added 0.23%
2,181 $407,000
Q4 2023

Feb 09, 2024
BUY
$147.64 - $174.21 $321,264 - $379,080
2,176 New
2,176 $378,000
Q1 2021

May 13, 2021
SELL
$125.98 - $142.4 $24,944 - $28,195
-198 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$109.93 - $128.18 $18,248 - $21,277
166 Added 518.75%
198 $25,000
Q1 2020

May 08, 2020
BUY
$82.97 - $131.79 $2,655 - $4,217
32 New
32 $3,000

Others Institutions Holding IVE

# of Institutions
1,536
Shares Held
138M
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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