A detailed history of Northwest Financial Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 472 shares of IVE stock, worth $96,094. This represents 0.07% of its overall portfolio holdings.

Number of Shares
472
Previous 481 1.87%
Holding current value
$96,094
Previous $87.5 Million 6.3%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 13, 2024

SELL
$181.06 - $197.17 $1,629 - $1,774
-9 Reduced 1.87%
472 $93.1 Million
Q1 2024

May 09, 2024

BUY
$171.09 - $186.81 $1,539 - $1,681
9 Added 1.91%
481 $89.9 Million
Q4 2023

Feb 07, 2024

BUY
$147.64 - $174.21 $69,686 - $82,227
472 New
472 $82.1 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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