Lantz Financial LLC Ishares S&P 500 Value ETF Transaction History

Lantz Financial LLC

  • $351 Million
  • Q3 2024

A detailed history of Lantz Financial LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lantz Financial LLC holds 14,768 shares of IVE stock, worth $2.83 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
14,768
Previous 13,979 5.64%
Holding current value
$2.83 Million
Previous $2.54 Million 14.43%
% of portfolio
0.83%
Previous 0.82%

Shares

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

Oct 15, 2024
BUY
$181.06 - $197.17 $142,856 - $155,567
789 Added 5.64%
14,768 $2.91 Million
Q2 2024

Jul 10, 2024
BUY
$176.58 - $186.7 $121,310 - $128,262
687 Added 5.17%
13,979 $2.54 Million
Q1 2024

Apr 10, 2024
BUY
$171.09 - $186.81 $2.27 Million - $2.48 Million
13,292 New
13,292 $2.48 Million

Others Institutions Holding IVE

# of Institutions
1,532
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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