Oliver Lagore Vanvalin Investment Group Ishares S&P 500 Value ETF Transaction History

Oliver Lagore Vanvalin Investment Group

$359 Million
Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,604 shares of IVE stock, worth $319,917. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,604

Previous 1,742 7.92%

Holding current value

$319,917

Previous $317,000 0.32%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$181.06 - $197.17 $24,986 - $27,209	-138 Reduced 7.92%	1,604 $316,000
Q2 2024 Aug 15, 2024	SELL	$176.58 - $186.7 $16,775 - $17,736	-95 Reduced 5.17%	1,742 $317,000
Q1 2024 May 15, 2024	BUY	$171.09 - $186.81 $313,950 - $342,796	1,835 Added 91750.0%	1,837 $343,000
Q2 2023 Aug 08, 2023	SELL	$149.72 - $161.19 $3,743 - $4,029	-25 Reduced 92.59%	2 $0
Q1 2023 Jun 20, 2023	SELL	$144.21 - $159.47 $27,688 - $30,618	-192 Reduced 87.67%	27 $4,000
Q4 2022 Mar 02, 2023	BUY	$129.68 - $151.79 $16,210 - $18,973	125 Added 132.98%	219 $31,000
Q3 2022 Nov 15, 2022	SELL	$128.52 - $150.96 $707,117 - $830,581	-5,502 Reduced 98.32%	94 $12,000
Q2 2022 Aug 16, 2022	SELL	$133.27 - $158.52 $314,650 - $374,265	-2,361 Reduced 29.67%	5,596 $769,000
Q1 2022 Jun 17, 2022	BUY	$147.46 - $159.06 $1.17 Million - $1.27 Million	7,957 New	7,957 $1.24 Million

Others Institutions Holding IVE

# of Institutions

1,525

Shares Held

139M

Call Options Held

85.5K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Oliver Lagore Vanvalin Investment Group Ishares S&P 500 Value ETF Transaction History