High Net Worth Advisory Group LLC Ishares S&P 500 Value ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 2,500 shares of IVE stock, worth $524,025. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$524,025
Previous $488,000 5.74%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$129.68 - $151.79 $64,840 - $75,895
500 Added 25.0%
2,500 $362,000
Q3 2022

Oct 24, 2022
BUY
$128.52 - $150.96 $64,260 - $75,480
500 Added 33.33%
2,000 $257,000
Q2 2022

Aug 10, 2022
BUY
$133.27 - $158.52 $93,289 - $110,964
700 Added 87.5%
1,500 $206,000
Q4 2021

Apr 27, 2022
BUY
$145.8 - $156.8 $116,640 - $125,440
800 New
800 $127,000

Others Institutions Holding IVE

# of Institutions
1,772
Shares Held
169M
Call Options Held
67.9K
Put Options Held
38.7K
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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