Middleton & CO Inc Ishares S&P 500 Value ETF Transaction History

Middleton & CO Inc

  • $898 Million
  • Q3 2024

A detailed history of Middleton & CO Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Middleton & CO Inc holds 1,800 shares of IVE stock, worth $366,462. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,800
Previous 1,750 2.86%
Holding current value
$366,462
Previous $318,000 11.32%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 23, 2024
BUY
$181.06 - $197.17 $9,053 - $9,858
50 Added 2.86%
1,800 $354,000
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $17,658 - $18,670
100 Added 6.06%
1,750 $318,000
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $47,049 - $51,372
275 Added 20.0%
1,650 $308,000
Q4 2023

Feb 13, 2024
BUY
$147.64 - $174.21 $203,004 - $239,538
1,375 New
1,375 $239,000
Q2 2022

Jul 21, 2022
SELL
$133.27 - $158.52 $173,251 - $206,076
-1,300 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$145.8 - $156.8 $189,540 - $203,840
1,300 New
1,300 $204,000

Others Institutions Holding IVE

# of Institutions
1,529
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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