A detailed history of Security Financial Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 52,784 shares of IVE stock, worth $10.7 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
52,784
Previous 51,594 2.31%
Holding current value
$10.7 Million
Previous $9.39 Million 10.83%
% of portfolio
2.17%
Previous 2.08%

Shares

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

Nov 05, 2024

BUY
$181.06 - $197.17 $215,461 - $234,632
1,190 Added 2.31%
52,784 $10.4 Million
Q2 2024

Jul 23, 2024

BUY
$176.58 - $186.7 $479,414 - $506,890
2,715 Added 5.55%
51,594 $9.39 Million
Q1 2024

Apr 11, 2024

BUY
$171.09 - $186.81 $7.76 Million - $8.48 Million
45,375 Added 1294.95%
48,879 $9.13 Million
Q4 2023

Jan 16, 2024

SELL
$147.64 - $174.21 $242,720 - $286,401
-1,644 Reduced 31.93%
3,504 $609,000
Q3 2023

Nov 07, 2023

SELL
$153.33 - $166.75 $575,907 - $626,313
-3,756 Reduced 42.18%
5,148 $791,000
Q2 2023

Aug 11, 2023

SELL
$149.72 - $161.19 $610,707 - $657,494
-4,079 Reduced 31.42%
8,904 $1.44 Million
Q1 2023

May 02, 2023

SELL
$144.21 - $159.47 $716,146 - $791,928
-4,966 Reduced 27.67%
12,983 $1.97 Million
Q4 2022

Jan 30, 2023

BUY
$129.68 - $151.79 $86,626 - $101,395
668 Added 3.87%
17,949 $2.6 Million
Q3 2022

Oct 19, 2022

BUY
$128.52 - $150.96 $421,545 - $495,148
3,280 Added 23.43%
17,281 $2.22 Million
Q2 2022

Jul 20, 2022

BUY
$133.27 - $158.52 $1.43 Million - $1.71 Million
10,760 Added 332.0%
14,001 $1.93 Million
Q1 2022

Apr 19, 2022

SELL
$147.46 - $159.06 $332,817 - $358,998
-2,257 Reduced 41.05%
3,241 $505,000
Q4 2021

Mar 15, 2022

BUY
$145.8 - $156.8 $801,608 - $862,086
5,498 New
5,498 $861,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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

Track Security Financial Services, Inc. Portfolio

Follow Security Financial Services, Inc. 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 Security Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Security Financial Services, Inc. with notifications on news.