Horizon Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Horizon Family Wealth, Inc.

$132 Million
Q3 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 1,526 shares of IVE stock, worth $304,360. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,526

Previous 1,517 0.59%

Holding current value

$304,360

Previous $276,000 8.7%

% of portfolio

0.23%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $1,629 - $1,774	9 Added 0.59%	1,526 $300,000
Q2 2024 Aug 07, 2024	BUY	$176.58 - $186.7 $1,236 - $1,306	7 Added 0.46%	1,517 $276,000
Q1 2024 May 09, 2024	BUY	$171.09 - $186.81 $1,197 - $1,307	7 Added 0.47%	1,510 $282,000
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $221,902 - $261,837	1,503 New	1,503 $261,000

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Horizon Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History