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

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 4,411 shares of IVE stock, worth $861,953. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,411
Holding current value
$861,953
% of portfolio
0.19%

Shares

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

Jan 23, 2025
BUY
$189.5 - $206.17 $835,884 - $909,415
4,411 New
4,411 $842 Million
Q2 2024

Jul 19, 2024
SELL
$176.58 - $186.7 $1.72 Million - $1.81 Million
-9,716 Reduced 75.06%
3,228 $588 Million
Q1 2024

Apr 23, 2024
BUY
$171.09 - $186.81 $2.21 Million - $2.42 Million
12,944 New
12,944 $2.42 Billion

Others Institutions Holding IVE

# of Institutions
1,556
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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