Kestra Investment Management, LLC Ishares S&P 500 Value ETF Transaction History

Kestra Investment Management, LLC

  • $2.33 Trillion
  • Q3 2024

A detailed history of Kestra Investment Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kestra Investment Management, LLC holds 122,491 shares of IVE stock, worth $25.3 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
122,491
Previous 94,629 29.44%
Holding current value
$25.3 Million
Previous $17.2 Billion 40.23%
% of portfolio
1.04%
Previous 1.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$181.06 - $197.17 $5.04 Million - $5.49 Million
27,862 Added 29.44%
122,491 $24.2 Billion
Q2 2024

Aug 28, 2024
BUY
$176.58 - $186.7 $16.7 Million - $17.7 Million
94,629 New
94,629 $17.2 Billion

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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