A detailed history of Kcm Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 2,000 shares of IVE stock, worth $393,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,238 10.63%
Holding current value
$393,000
Previous $418,000 12.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 29, 2024

SELL
$176.58 - $186.7 $42,026 - $44,434
-238 Reduced 10.63%
2,000 $364,000
Q3 2022

Nov 10, 2022

BUY
$128.52 - $150.96 $21,077 - $24,757
164 Added 7.91%
2,238 $288,000
Q3 2021

Nov 12, 2021

SELL
$143.75 - $152.0 $21,562 - $22,800
-150 Reduced 6.74%
2,074 $302,000
Q1 2021

May 13, 2021

BUY
$125.98 - $142.4 $18,897 - $21,360
150 Added 7.23%
2,224 $314,000
Q3 2019

Nov 15, 2019

BUY
$112.0 - $120.88 $8,288 - $8,945
74 Added 3.7%
2,074 $247,000
Q3 2017

Nov 13, 2017

BUY
$107.31 - $107.91 $214,620 - $215,820
2,000
2,000 $216,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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