Plan Group Financial, LLC Ishares S&P 500 Value ETF Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q3 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 2,549 shares of IVE stock, worth $491,498. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,549
Previous 5,654 54.92%
Holding current value
$491,498
Previous $1.03 Million 51.21%
% of portfolio
0.27%
Previous 0.63%

Shares

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

Oct 22, 2024
SELL
$181.06 - $197.17 $562,191 - $612,212
-3,105 Reduced 54.92%
2,549 $502,000
Q2 2024

Aug 05, 2024
SELL
$176.58 - $186.7 $675,948 - $714,687
-3,828 Reduced 40.37%
5,654 $1.03 Million
Q1 2024

Apr 26, 2024
BUY
$171.09 - $186.81 $1.42 Million - $1.56 Million
8,326 Added 720.24%
9,482 $1.77 Million
Q4 2023

Jan 29, 2024
BUY
$147.64 - $174.21 $170,671 - $201,386
1,156 New
1,156 $201,000

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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