Obsidian Personal Planning Solutions LLC Ishares S&P 500 Value ETF Transaction History

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 1,161 shares of IVE stock, worth $225,953. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,161
Previous 1,161 -0.0%
Holding current value
$225,953
Previous $211,000 8.06%
% of portfolio
0.11%
Previous 0.13%

Shares

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

May 09, 2024
BUY
$171.09 - $186.81 $198,635 - $216,886
1,161 New
1,161 $216,000
Q3 2022

Oct 11, 2022
SELL
$128.52 - $150.96 $134,817 - $158,357
-1,049 Reduced 37.68%
1,735 $223,000
Q2 2022

Jul 19, 2022
BUY
$133.27 - $158.52 $371,023 - $441,319
2,784 New
2,784 $383,000

Others Institutions Holding IVE

# of Institutions
1,598
Shares Held
141M
Call Options Held
83.1K
Put Options Held
27.9K
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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