A detailed history of Personal Capital Advisors Corp transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Personal Capital Advisors Corp holds 4,467 shares of IVE stock, worth $909,436. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,467
Previous 3,025 47.67%
Holding current value
$909,436
Previous $389,000 66.58%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$129.68 - $151.79 $186,998 - $218,881
1,442 Added 47.67%
4,467 $648,000
Q3 2022

Nov 07, 2022

BUY
$128.52 - $150.96 $40,997 - $48,156
319 Added 11.79%
3,025 $389,000
Q2 2022

Aug 04, 2022

SELL
$133.27 - $158.52 $66,768 - $79,418
-501 Reduced 15.62%
2,706 $372,000
Q1 2022

May 16, 2022

SELL
$147.46 - $159.06 $55,002 - $59,329
-373 Reduced 10.42%
3,207 $499,000
Q4 2021

Feb 11, 2022

BUY
$145.8 - $156.8 $169,273 - $182,044
1,161 Added 48.0%
3,580 $561,000
Q3 2021

Nov 12, 2021

BUY
$143.75 - $152.0 $4,600 - $4,864
32 Added 1.34%
2,419 $352,000
Q2 2021

Aug 11, 2021

BUY
$142.18 - $151.25 $1,848 - $1,966
13 Added 0.55%
2,387 $352,000
Q1 2021

May 14, 2021

SELL
$125.98 - $142.4 $38,045 - $43,004
-302 Reduced 11.29%
2,374 $335,000
Q4 2020

Feb 12, 2021

BUY
$109.93 - $128.18 $77,170 - $89,982
702 Added 35.56%
2,676 $343,000
Q3 2020

Nov 13, 2020

BUY
$106.77 - $118.22 $210,763 - $233,366
1,974 New
1,974 $222,000
Q1 2020

May 12, 2020

SELL
$82.97 - $131.79 $246,918 - $392,207
-2,976 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$115.41 - $130.26 $343,460 - $387,653
2,976 New
2,976 $387,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Personal Capital Advisors Corp Portfolio

Follow Personal Capital Advisors Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Capital Advisors Corp, based on Form 13F filings with the SEC.

News

Stay updated on Personal Capital Advisors Corp with notifications on news.