Welch & Forbes LLC Ishares S&P 500 Value ETF Transaction History

Welch & Forbes LLC

  • $7.73 Billion
  • Q3 2024

A detailed history of Welch & Forbes LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Welch & Forbes LLC holds 2,600 shares of IVE stock, worth $536,042. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,600 -0.0%
Holding current value
$536,042
Previous $473,000 8.25%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$153.33 - $166.75 $76,665 - $83,375
-500 Reduced 16.13%
2,600 $399,000
Q2 2023

Jul 28, 2023
BUY
$149.72 - $161.19 $74,860 - $80,595
500 Added 19.23%
3,100 $499,000
Q2 2021

Jul 22, 2021
SELL
$142.18 - $151.25 $29,857 - $31,762
-210 Reduced 7.47%
2,600 $384,000
Q1 2018

Apr 12, 2018
SELL
$106.61 - $121.11 $222,814 - $253,119
-2,090 Reduced 42.65%
2,810 $307,000
Q4 2017

Jan 26, 2018
BUY
$108.39 - $114.78 $531,111 - $562,422
4,900
4,900 $560,000

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Welch & Forbes LLC Portfolio

Follow Welch & Forbes 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 Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email