A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 5,918 shares of IVE stock, worth $1.16 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
5,918
Previous 5,554 6.55%
Holding current value
$1.16 Million
Previous $1.01 Billion 15.43%
% of portfolio
0.75%
Previous 0.73%

Shares

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

Jan 21, 2025

BUY
$181.06 - $197.17 $65,905 - $71,769
364 Added 6.55%
5,918 $1.17 Billion
Q2 2024

Jan 21, 2025

BUY
$176.58 - $186.7 $122,016 - $129,009
691 Added 14.21%
5,554 $1.01 Billion
Q1 2024

Jan 21, 2025

BUY
$171.09 - $186.81 $832,010 - $908,457
4,863 New
4,863 $908 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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