A detailed history of Newton One Investments LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Newton One Investments LLC holds 1,785 shares of IVE stock, worth $356,018. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,775 0.56%
Holding current value
$356,018
Previous $323,000 8.67%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 17, 2024

BUY
$181.06 - $197.17 $1,810 - $1,971
10 Added 0.56%
1,785 $351,000
Q2 2024

Jul 17, 2024

BUY
$176.58 - $186.7 $1,412 - $1,493
8 Added 0.45%
1,775 $323,000
Q1 2024

Apr 16, 2024

BUY
$171.09 - $186.81 $1,368 - $1,494
8 Added 0.45%
1,767 $330,000
Q4 2023

Jan 22, 2024

BUY
$147.64 - $174.21 $2,657 - $3,135
18 Added 1.03%
1,759 $305,000
Q2 2023

Jul 20, 2023

BUY
$149.72 - $161.19 $898 - $967
6 Added 0.35%
1,741 $280,000
Q1 2023

Apr 18, 2023

BUY
$144.21 - $159.47 $1,153 - $1,275
8 Added 0.46%
1,735 $263,000
Q4 2022

Jan 20, 2023

BUY
$129.68 - $151.79 $223,957 - $262,141
1,727 New
1,727 $0

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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