Sensible Financial Planning & Management, Llc. Ishares S&P 500 Value ETF Transaction History

Sensible Financial Planning & Management, Llc.

  • $507 Million
  • Q3 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 1,251 shares of IVE stock, worth $257,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,251
Holding current value
$257,918
% of portfolio
0.05%

Shares

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

Oct 28, 2024
BUY
$181.06 - $197.17 $226,506 - $246,659
1,251 New
1,251 $247,000
Q2 2022

Aug 04, 2022
SELL
$133.27 - $158.52 $192,042 - $228,427
-1,441 Closed
0 $0
Q2 2021

Jul 29, 2021
SELL
$142.18 - $151.25 $292,748 - $311,423
-2,059 Reduced 58.83%
1,441 $213,000
Q3 2020

Nov 06, 2020
SELL
$106.77 - $118.22 $67,585 - $74,833
-633 Reduced 15.32%
3,500 $394,000
Q4 2019

Feb 12, 2020
SELL
$115.41 - $130.26 $923 - $1,042
-8 Reduced 0.19%
4,133 $538,000
Q2 2019

Aug 07, 2019
BUY
$108.5 - $117.48 $69,548 - $75,304
641 Added 18.31%
4,141 $483,000
Q4 2018

Feb 06, 2019
SELL
$95.36 - $116.8 $2,479 - $3,036
-26 Reduced 0.74%
3,500 $354,000
Q1 2018

May 11, 2018
BUY
$106.61 - $121.11 $7,995 - $9,083
75 Added 2.17%
3,526 $386,000
Q4 2017

Feb 13, 2018
BUY
$108.39 - $114.78 $374,053 - $396,105
3,451
3,451 $394,000

Others Institutions Holding IVE

# of Institutions
1,529
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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