A detailed history of Moneco Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Moneco Advisors, LLC holds 1,760 shares of IVE stock, worth $358,318. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,760
Previous 1,760 -0.0%
Holding current value
$358,318
Previous $320,000 8.44%
% of portfolio
0.04%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$171.09 - $186.81 $26,518 - $28,955
-155 Reduced 8.09%
1,760 $328,000
Q4 2023

Mar 13, 2024

BUY
$147.64 - $174.21 $44,291 - $52,263
300 Added 18.58%
1,915 $332,000
Q4 2023

Feb 05, 2024

BUY
$147.64 - $174.21 $44,291 - $52,263
300 Added 18.58%
1,915 $332,000
Q2 2023

Mar 13, 2024

SELL
$149.72 - $161.19 $44,916 - $48,357
-300 Reduced 15.67%
1,615 $260,000
Q2 2023

Aug 02, 2023

SELL
$149.72 - $161.19 $40,124 - $43,198
-268 Reduced 14.23%
1,615 $260,000
Q1 2023

May 11, 2023

BUY
$144.21 - $159.47 $144 - $159
1 Added 0.05%
1,883 $285,000
Q4 2022

Jan 27, 2023

BUY
$129.68 - $151.79 $259 - $303
2 Added 0.11%
1,882 $273,000
Q3 2022

Nov 01, 2022

SELL
$128.52 - $150.96 $1,670 - $1,962
-13 Reduced 0.69%
1,880 $242,000
Q2 2022

Aug 10, 2022

BUY
$133.27 - $158.52 $2,132 - $2,536
16 Added 0.85%
1,893 $260,000
Q1 2022

May 09, 2022

BUY
$147.46 - $159.06 $147 - $159
1 Added 0.05%
1,877 $292,000
Q4 2021

Feb 08, 2022

BUY
$145.8 - $156.8 $38,053 - $40,924
261 Added 16.16%
1,876 $290,000
Q3 2021

Nov 03, 2021

BUY
$143.75 - $152.0 $30,043 - $31,768
209 Added 14.86%
1,615 $235,000
Q2 2021

Aug 10, 2021

SELL
$142.18 - $151.25 $21,753 - $23,141
-153 Reduced 9.81%
1,406 $208,000
Q1 2021

May 17, 2021

BUY
$125.98 - $142.4 $196,402 - $222,001
1,559 New
1,559 $220,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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