A detailed history of Sovereign Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 6,337 shares of IVE stock, worth $1.24 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,337
Previous 4,579 38.39%
Holding current value
$1.24 Million
Previous $855,000 34.85%
% of portfolio
0.29%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$176.58 - $186.7 $310,427 - $328,218
1,758 Added 38.39%
6,337 $1.15 Million
Q1 2024

Apr 15, 2024

BUY
$171.09 - $186.81 $783,421 - $855,402
4,579 New
4,579 $855,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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