White Lighthouse Investment Management Inc. Ishares S&P 500 Value ETF Transaction History

White Lighthouse Investment Management Inc.

  • $518 Million
  • Q2 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 20, 2021
SELL
$143.75 - $152.0 $436,281 - $461,320
-3,035 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$142.18 - $151.25 $91,990 - $97,858
-647 Reduced 17.57%
3,035 $448,000
Q1 2021

May 07, 2021
SELL
$125.98 - $142.4 $161,002 - $181,987
-1,278 Reduced 25.77%
3,682 $520,000
Q4 2020

Feb 03, 2021
SELL
$109.93 - $128.18 $53,865 - $62,808
-490 Reduced 8.99%
4,960 $635,000
Q2 2020

Jul 23, 2020
BUY
$91.94 - $119.67 $8,274 - $10,770
90 Added 1.68%
5,450 $590,000
Q1 2020

Apr 07, 2020
SELL
$82.97 - $131.79 $66,376 - $105,432
-800 Reduced 12.99%
5,360 $516,000
Q4 2019

Jan 24, 2020
SELL
$115.41 - $130.26 $68,322 - $77,113
-592 Reduced 8.77%
6,160 $801,000
Q3 2019

Nov 13, 2019
SELL
$112.0 - $120.88 $33,600 - $36,264
-300 Reduced 4.25%
6,752 $804,000
Q1 2019

May 08, 2019
SELL
$99.16 - $114.4 $23,798 - $27,456
-240 Reduced 3.29%
7,052 $795,000
Q3 2018

Oct 24, 2018
SELL
$110.03 - $118.53 $13,203 - $14,223
-120 Reduced 1.62%
7,292 $845,000
Q1 2018

Apr 12, 2018
BUY
$106.61 - $121.11 $20,469 - $23,253
192 Added 2.66%
7,412 $810,000
Q4 2017

Jan 10, 2018
BUY
$108.39 - $114.78 $782,575 - $828,711
7,220
7,220 $825,000

Others Institutions Holding IVE

# of Institutions
1,448
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
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 White Lighthouse Investment Management Inc. Portfolio

Follow White Lighthouse Investment Management Inc. 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 White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email