Milestone Asset Management Group, LLC Ishares S&P 500 Value ETF Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 3,989 shares of IVE stock, worth $800,073. This represents 0.69% of its overall portfolio holdings.

Number of Shares
3,989
Previous 3,937 1.32%
Holding current value
$800,073
Previous $752 Million 1.16%
% of portfolio
0.69%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$185.78 - $198.58 $9,660 - $10,326
52 Added 1.32%
3,989 $760 Million
Q4 2024

Mar 27, 2025
BUY
$189.5 - $206.17 $746,061 - $811,691
3,937 New
3,937 $752 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
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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