Sovereign Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

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 6,100 shares of IVE stock, worth $1.21 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,100
Previous 6,254 2.46%
Holding current value
$1.21 Million
Previous $1.23 Million 5.6%
% of portfolio
0.27%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$189.5 - $206.17 $29,183 - $31,750
-154 Reduced 2.46%
6,100 $1.16 Million
Q3 2024

Oct 08, 2024
SELL
$181.06 - $197.17 $15,027 - $16,365
-83 Reduced 1.31%
6,254 $1.23 Million
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

# of Institutions
1,661
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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