A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 7,321 shares of IVE stock, worth $1.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,321
Previous 7,462 1.89%
Holding current value
$1.41 Million
Previous $1.36 Million 6.26%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$181.06 - $197.17 $25,529 - $27,800
-141 Reduced 1.89%
7,321 $1.44 Million
Q2 2024

Aug 12, 2024

BUY
$176.58 - $186.7 $383,884 - $405,885
2,174 Added 41.11%
7,462 $1.36 Million
Q1 2024

May 09, 2024

BUY
$171.09 - $186.81 $470,326 - $513,540
2,749 Added 108.27%
5,288 $987,000
Q4 2023

Feb 07, 2024

BUY
$147.64 - $174.21 $374,857 - $442,319
2,539 New
2,539 $441,000
Q4 2022

Feb 10, 2023

SELL
$129.68 - $151.79 $129 - $151
-1 Reduced -0.0%
20,338 $2.95 Million
Q3 2022

Nov 14, 2022

SELL
$128.52 - $150.96 $285,185 - $334,980
-2,219 Reduced 9.84%
20,339 $2.61 Million
Q4 2020

Jan 19, 2021

BUY
$109.93 - $128.18 $164,675 - $192,013
1,498 Added 7.11%
22,558 $1.05 Million
Q3 2020

Oct 26, 2020

BUY
$106.77 - $118.22 $2.25 Million - $2.49 Million
21,060 New
21,060 $2.37 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, 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 Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.