Journey Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Journey Advisory Group, LLC

  • $834 Million
  • Q4 2024

A detailed history of Journey Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 2,349 shares of IVE stock, worth $461,860. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,349
Previous 2,349 -0.0%
Holding current value
$461,860
Previous $463,000 3.24%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$149.72 - $161.19 $39,975 - $43,037
-267 Reduced 10.21%
2,349 $378,000
Q1 2023

May 04, 2023
SELL
$144.21 - $159.47 $143,056 - $158,194
-992 Reduced 27.49%
2,616 $397,000
Q4 2022

Feb 07, 2023
SELL
$129.68 - $151.79 $561,384 - $657,098
-4,329 Reduced 54.54%
3,608 $523,000
Q3 2022

Nov 09, 2022
BUY
$128.52 - $150.96 $240,332 - $282,295
1,870 Added 30.82%
7,937 $1.02 Million
Q2 2022

Aug 02, 2022
SELL
$133.27 - $158.52 $20,257 - $24,095
-152 Reduced 2.44%
6,067 $881,000
Q1 2022

May 13, 2022
SELL
$147.46 - $159.06 $34,210 - $36,901
-232 Reduced 3.6%
6,219 $968,000
Q4 2021

Feb 11, 2022
SELL
$145.8 - $156.8 $53,654 - $57,702
-368 Reduced 5.4%
6,451 $1.01 Million
Q3 2021

Nov 12, 2021
SELL
$143.75 - $152.0 $349,168 - $369,208
-2,429 Reduced 26.27%
6,819 $992,000
Q2 2021

Aug 13, 2021
SELL
$142.18 - $151.25 $60,853 - $64,735
-428 Reduced 4.42%
9,248 $1.37 Million
Q1 2021

May 11, 2021
SELL
$125.98 - $142.4 $19,652 - $22,214
-156 Reduced 1.59%
9,676 $1.37 Million
Q4 2020

Jan 19, 2021
BUY
$109.93 - $128.18 $1.08 Million - $1.26 Million
9,832 New
9,832 $1.26 Million

Others Institutions Holding IVE

# of Institutions
1,650
Shares Held
145M
Call Options Held
88.8K
Put Options Held
36.5K
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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