A detailed history of Schechter Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 16,777 shares of IVE stock, worth $3.3 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,777
Previous 16,777 -0.0%
Holding current value
$3.3 Million
Previous $3.31 Million 3.18%
% of portfolio
0.34%
Previous 0.33%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

SELL
$171.09 - $186.81 $10,094 - $11,021
-59 Reduced 0.35%
16,777 $3.13 Million
Q4 2023

Jan 17, 2024

SELL
$147.64 - $174.21 $23,474 - $27,699
-159 Reduced 0.94%
16,836 $2.93 Million
Q2 2023

Jul 26, 2023

SELL
$149.72 - $161.19 $50,006 - $53,837
-334 Reduced 1.93%
16,995 $2.74 Million
Q1 2023

Apr 28, 2023

SELL
$144.21 - $159.47 $9,662 - $10,684
-67 Reduced 0.39%
17,329 $2.63 Million
Q3 2022

Nov 04, 2022

SELL
$128.52 - $150.96 $34,443 - $40,457
-268 Reduced 1.52%
17,396 $2.24 Million
Q2 2022

Nov 03, 2022

BUY
$133.27 - $158.52 $2.35 Million - $2.8 Million
17,664 New
17,664 $2.43 Million
Q1 2022

Nov 18, 2022

BUY
$147.46 - $159.06 $39,519 - $42,628
268 Added 1.54%
17,664 $2.75 Million
Q4 2021

Dec 27, 2022

BUY
$145.8 - $156.8 $39,074 - $42,022
268 Added 1.54%
17,664 $2.77 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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