Lloyd Advisory Services, Llc. Ishares S&P 500 Value ETF Transaction History

Lloyd Advisory Services, Llc.

  • $117 Million
  • Q4 2024

A detailed history of Lloyd Advisory Services, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 2,117 shares of IVE stock, worth $415,757. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,117
Previous 2,102 0.71%
Holding current value
$415,757
Previous $414,000 2.42%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Feb 03, 2025
BUY
$189.5 - $206.17 $2,842 - $3,092
15 Added 0.71%
2,117 $404,000
Q3 2024

Oct 10, 2024
SELL
$181.06 - $197.17 $3,802 - $4,140
-21 Reduced 0.99%
2,102 $414,000
Q2 2024

Aug 05, 2024
BUY
$176.58 - $186.7 $374,879 - $396,364
2,123 New
2,123 $386,000
Q1 2020

Jun 03, 2020
SELL
$82.97 - $131.79 $57,166 - $90,803
-689 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$115.41 - $130.26 $79,517 - $89,749
689 New
689 $90,000

Others Institutions Holding IVE

# of Institutions
1,662
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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