Triumph Capital Management Ishares S&P 500 Value ETF Transaction History

Triumph Capital Management

  • $270 Million
  • Q4 2024

A detailed history of Triumph Capital Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triumph Capital Management holds 5,653 shares of IVE stock, worth $1.07 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,653
Previous 5,874 3.76%
Holding current value
$1.07 Million
Previous $1.16 Million 6.82%
% of portfolio
0.4%
Previous 0.44%

Shares

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

Feb 14, 2025
SELL
$189.5 - $206.17 $41,879 - $45,563
-221 Reduced 3.76%
5,653 $1.08 Million
Q3 2024

Feb 14, 2025
BUY
$181.06 - $197.17 $545,533 - $594,073
3,013 Added 105.31%
5,874 $1.16 Million
Q2 2024

Feb 14, 2025
BUY
$176.58 - $186.7 $202,537 - $214,144
1,147 Added 66.92%
2,861 $520,000
Q1 2024

Apr 25, 2024
BUY
$171.09 - $186.81 $293,248 - $320,192
1,714 New
1,714 $320,000
Q2 2023

Aug 03, 2023
BUY
$149.72 - $161.19 $263,956 - $284,177
1,763 New
1,763 $284,000

Others Institutions Holding IVE

# of Institutions
1,674
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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