Heritage Family Offices, LLP Ishares S&P 500 Value ETF Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,470 shares of IVE stock, worth $276,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,470
Previous 1,400 5.0%
Holding current value
$276,609
Previous $267 Million 4.82%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$185.78 - $198.58 $13,004 - $13,900
70 Added 5.0%
1,470 $280 Million
Q4 2024

Jan 14, 2025
BUY
$189.5 - $206.17 $50,217 - $54,635
265 Added 23.35%
1,400 $267 Million
Q3 2024

Oct 16, 2024
BUY
$181.06 - $197.17 $205,503 - $223,787
1,135 New
1,135 $224 Million

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email