Stage Harbor Financial, LLC Ishares S&P 500 Value ETF Transaction History

Stage Harbor Financial, LLC

  • $118 Billion
  • Q1 2025

A detailed history of Stage Harbor Financial, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 3,302 shares of IVE stock, worth $632,465. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,302
Previous 3,582 7.82%
Holding current value
$632,465
Previous $684 Million 7.96%
% of portfolio
0.53%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$185.78 - $198.58 $52,018 - $55,602
-280 Reduced 7.82%
3,302 $629 Million
Q4 2024

Feb 12, 2025
SELL
$189.5 - $206.17 $38,658 - $42,058
-204 Reduced 5.39%
3,582 $684 Million
Q3 2024

Oct 16, 2024
BUY
$181.06 - $197.17 $685,493 - $746,485
3,786 New
3,786 $751 Million

Others Institutions Holding IVE

# of Institutions
1,695
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Stage Harbor Financial, LLC Portfolio

Follow Stage Harbor Financial, LLC 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 Stage Harbor Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email