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

Taylor Financial Group, Inc.

$145 Billion
Q3 2024

A detailed history of Taylor Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Taylor Financial Group, Inc. holds 9,033 shares of IVE stock, worth $1.84 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

9,033

Previous 8,952 0.9%

Holding current value

$1.84 Million

Previous $1.63 Billion 9.31%

% of portfolio

1.23%

Previous 1.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $14,665 - $15,970	81 Added 0.9%	9,033 $1.78 Billion
Q2 2024 Jul 31, 2024	SELL	$176.58 - $186.7 $19,423 - $20,537	-110 Reduced 1.21%	8,952 $1.63 Billion
Q1 2024 May 14, 2024	BUY	$171.09 - $186.81 $24,808 - $27,087	145 Added 1.63%	9,062 $1.69 Billion
Q4 2023 Sep 17, 2024	SELL	$147.64 - $174.21 $5,167 - $6,097	-35 Reduced 0.39%	8,917 $1.55 Billion
Q4 2023 Feb 16, 2024	BUY	$147.64 - $174.21 $1.32 Million - $1.55 Million	8,917 New	8,917 $1.55 Billion

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.

Account

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