A detailed history of Mendel Money Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mendel Money Management holds 2,055 shares of IVE stock, worth $423,679. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,055
Previous 2,055 -0.0%
Holding current value
$423,679
Previous $374,000 8.29%
% of portfolio
0.18%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$147.64 - $174.21 $303,400 - $358,001
2,055 New
2,055 $357,000
Q3 2023

Nov 13, 2023

SELL
$153.33 - $166.75 $15,333 - $16,675
-100 Reduced 4.43%
2,155 $331,000
Q4 2022

Feb 13, 2023

BUY
$129.68 - $151.79 $292,428 - $342,286
2,255 New
2,255 $327,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Mendel Money Management Portfolio

Follow Mendel Money Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendel Money Management, based on Form 13F filings with the SEC.

News

Stay updated on Mendel Money Management with notifications on news.