Lbmc Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Lbmc Investment Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 50,621 shares of IVE stock, worth $10 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
50,621
Previous 50,558 0.12%
Holding current value
$10 Million
Previous $9.97 Million 3.07%
% of portfolio
0.77%
Previous 0.79%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$189.5 - $206.17 $11,938 - $12,988
63 Added 0.12%
50,621 $9.66 Million
Q3 2024

Oct 08, 2024
SELL
$181.06 - $197.17 $6,337 - $6,900
-35 Reduced 0.07%
50,558 $9.97 Million
Q2 2024

Jul 11, 2024
SELL
$176.58 - $186.7 $806,264 - $852,472
-4,566 Reduced 8.28%
50,593 $9.21 Million
Q1 2024

Apr 12, 2024
BUY
$171.09 - $186.81 $95,981 - $104,800
561 Added 1.03%
55,159 $10.3 Million
Q4 2023

Jan 16, 2024
BUY
$147.64 - $174.21 $7,529 - $8,884
51 Added 0.09%
54,598 $9.49 Million
Q3 2023

Oct 05, 2023
SELL
$153.33 - $166.75 $141,983 - $154,410
-926 Reduced 1.67%
54,547 $8.39 Million
Q2 2023

Jul 17, 2023
SELL
$149.72 - $161.19 $37,130 - $39,975
-248 Reduced 0.45%
55,473 $8.94 Million
Q1 2023

Apr 10, 2023
SELL
$144.21 - $159.47 $273,277 - $302,195
-1,895 Reduced 3.29%
55,721 $8.46 Million
Q4 2022

Jan 10, 2023
BUY
$129.68 - $151.79 $176,624 - $206,737
1,362 Added 2.42%
57,616 $0
Q3 2022

Oct 07, 2022
SELL
$128.52 - $150.96 $5,269 - $6,189
-41 Reduced 0.07%
56,254 $7.23 Million
Q2 2022

Jul 07, 2022
BUY
$133.27 - $158.52 $1.25 Million - $1.49 Million
9,401 Added 20.05%
56,295 $7.74 Million
Q1 2022

Apr 11, 2022
BUY
$147.46 - $159.06 $169,873 - $183,237
1,152 Added 2.52%
46,894 $7.3 Million
Q4 2021

Mar 17, 2022
SELL
$145.8 - $156.8 $87.8 Million - $94.4 Million
-601,872 Reduced 92.94%
45,742 $7.17 Million
Q3 2021

Nov 15, 2021
BUY
$143.75 - $152.0 $86.6 Million - $91.6 Million
602,658 Added 1340.55%
647,614 $6.64 Million
Q2 2021

Aug 02, 2021
SELL
$142.18 - $151.25 $118,293 - $125,840
-832 Reduced 1.82%
44,956 $6.64 Million
Q1 2021

Apr 20, 2021
BUY
$125.98 - $142.4 $530,249 - $599,361
4,209 Added 10.12%
45,788 $6.47 Million
Q4 2020

Jan 21, 2021
BUY
$109.93 - $128.18 $8,024 - $9,357
73 Added 0.18%
41,579 $5.32 Million
Q3 2020

Oct 20, 2020
BUY
$106.77 - $118.22 $23,382 - $25,890
219 Added 0.53%
41,506 $4.67 Million
Q2 2020

Jul 14, 2020
BUY
$91.94 - $119.67 $15,997 - $20,822
174 Added 0.42%
41,287 $4.47 Million
Q1 2020

Apr 21, 2020
SELL
$82.97 - $131.79 $127,110 - $201,902
-1,532 Reduced 3.59%
41,113 $3.96 Million
Q4 2019

Jan 22, 2020
BUY
$115.41 - $130.26 $29,083 - $32,825
252 Added 0.59%
42,645 $5.55 Million
Q3 2019

Oct 24, 2019
SELL
$112.0 - $120.88 $88,480 - $95,495
-790 Reduced 1.83%
42,393 $5.05 Million
Q2 2019

Jul 18, 2019
SELL
$108.5 - $117.48 $84,955 - $91,986
-783 Reduced 1.78%
43,183 $5.03 Million
Q1 2019

Apr 26, 2019
BUY
$99.16 - $114.4 $62,966 - $72,644
635 Added 1.47%
43,966 $4.96 Million
Q4 2018

Feb 01, 2019
BUY
$95.36 - $116.8 $85,824 - $105,120
900 Added 2.12%
43,331 $4.38 Million
Q3 2018

Nov 08, 2018
BUY
$110.03 - $118.53 $23,216 - $25,009
211 Added 0.5%
42,431 $4.92 Million
Q2 2018

Aug 03, 2018
BUY
$107.03 - $113.19 $9,739 - $10,300
91 Added 0.22%
42,220 $4.65 Million
Q1 2018

May 04, 2018
SELL
$106.61 - $121.11 $981,984 - $1.12 Million
-9,211 Reduced 17.94%
42,129 $4.61 Million
Q4 2017

Feb 08, 2018
BUY
$108.39 - $114.78 $41,838 - $44,305
386 Added 0.76%
51,340 $5.87 Million
Q3 2017

Nov 08, 2017
SELL
$107.31 - $107.91 $443,941 - $446,423
-4,137 Reduced 7.51%
50,954 $5.5 Million
Q2 2017

Aug 08, 2017
BUY
N/A
55,091
55,091 $5.78 Million

Others Institutions Holding IVE

# of Institutions
1,575
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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