A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 5,479 shares of IVE stock, worth $1.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,479
Previous 2,821 94.22%
Holding current value
$1.1 Million
Previous $387,000 81.91%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022

BUY
$128.52 - $150.96 $341,606 - $401,251
2,658 Added 94.22%
5,479 $704,000
Q2 2022

Jul 07, 2022

BUY
$133.27 - $158.52 $375,954 - $447,184
2,821 New
2,821 $387,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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