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 $1.74 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

9,033

Previous 8,952 0.9%

Holding current value

$1.74 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

1,532

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

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