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

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,330 shares of IVE stock, worth $449,270. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,330
Previous 2,205 5.67%
Holding current value
$449,270
Previous $401,000 14.46%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 06, 2024
BUY
$181.06 - $197.17 $22,632 - $24,646
125 Added 5.67%
2,330 $459,000
Q2 2024

Aug 13, 2024
BUY
$176.58 - $186.7 $37,788 - $39,953
214 Added 10.75%
2,205 $401,000
Q1 2024

May 10, 2024
BUY
$171.09 - $186.81 $340,640 - $371,938
1,991 New
1,991 $371,000

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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