A detailed history of Prism Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Prism Advisors, Inc. holds 74,120 shares of IVE stock, worth $14.2 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
74,120
Previous 4,295 1625.73%
Holding current value
$14.2 Million
Previous $781,000 1771.19%
% of portfolio
4.21%
Previous 0.24%

Shares

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

Oct 15, 2024

BUY
$181.06 - $197.17 $12.6 Million - $13.8 Million
69,825 Added 1625.73%
74,120 $14.6 Million
Q1 2024

Apr 05, 2024

SELL
$171.09 - $186.81 $98,034 - $107,042
-573 Reduced 11.77%
4,295 $802,000
Q3 2021

Oct 26, 2021

SELL
$143.75 - $152.0 $1.19 Million - $1.25 Million
-8,251 Reduced 62.89%
4,868 $708,000
Q2 2021

Jul 14, 2021

BUY
$142.18 - $151.25 $1.17 Million - $1.25 Million
8,251 Added 169.49%
13,119 $1.94 Million
Q3 2019

Oct 30, 2019

SELL
$112.0 - $120.88 $12,432 - $13,417
-111 Reduced 2.23%
4,868 $580,000
Q1 2019

May 06, 2019

SELL
$99.16 - $114.4 $29,549 - $34,091
-298 Reduced 5.65%
4,979 $561,000
Q4 2018

Jan 22, 2019

BUY
$95.36 - $116.8 $39,002 - $47,771
409 Added 8.4%
5,277 $534,000
Q4 2017

Feb 12, 2018

BUY
$108.39 - $114.78 $527,642 - $558,749
4,868
4,868 $556,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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