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

Plan Group Financial, LLC

  • $152 Million
  • Q1 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 9,482 shares of IVE stock, worth $1.72 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
9,482
Previous 1,156 720.24%
Holding current value
$1.72 Million
Previous $201,000 781.09%
% of portfolio
1.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,421
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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