Strategic Financial Partners, Ltd. Ishares S&P 500 Value ETF Transaction History

Strategic Financial Partners, Ltd.

  • $181 Million
  • Q2 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 1,355 shares of IVE stock, worth $265,214. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,355
Previous 1,355 -0.0%
Holding current value
$265,214
Previous $253,000 2.77%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 10, 2024
SELL
$171.09 - $186.81 $26,690 - $29,142
-156 Reduced 10.32%
1,355 $253,000
Q1 2023

Jul 10, 2024
BUY
$144.21 - $159.47 $2,595 - $2,870
18 Added 1.21%
1,511 $229,000
Q4 2022

Jul 10, 2024
BUY
$129.68 - $151.79 $193,612 - $226,622
1,493 New
1,493 $217,000
Q3 2022

Jul 10, 2024
SELL
$128.52 - $150.96 $195,607 - $229,761
-1,522 Closed
0 $0
Q1 2022

Jul 10, 2024
SELL
$147.46 - $159.06 $8,847 - $9,543
-60 Reduced 3.79%
1,522 $237,000
Q2 2021

Jul 09, 2024
BUY
$142.18 - $151.25 $224,928 - $239,277
1,582 New
1,582 $234,000

Others Institutions Holding IVE

# of Institutions
1,445
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
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 Strategic Financial Partners, Ltd. Portfolio

Follow Strategic Financial Partners, Ltd. 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 Strategic Financial Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email