Moneco Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Moneco Advisors, LLC

  • $912 Million
  • Q4 2024

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 1,792 shares of IVE stock, worth $350,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,792
Previous 1,760 1.82%
Holding current value
$350,461
Previous $347,000 1.44%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 03, 2025
BUY
$189.5 - $206.17 $6,064 - $6,597
32 Added 1.82%
1,792 $342,000
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

# of Institutions
1,665
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Moneco Advisors, LLC Portfolio

Follow Moneco Advisors, LLC 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 Moneco Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneco Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email