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 $210,884. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,161
Holding current value
$210,884
% of portfolio
0.14%

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
$133.06 - $150.96 $139,579 - $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

About ISHARES S&P 500 VALUE ETF


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