Yhb Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Yhb Investment Advisors, Inc.

$1.19 Billion
Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 34,966 shares of IVE stock, worth $6.7 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

34,966

Previous 34,769 0.57%

Holding current value

$6.7 Million

Previous $6.33 Million 8.94%

% of portfolio

0.58%

Previous 0.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$181.06 - $197.17 $35,668 - $38,842	197 Added 0.57%	34,966 $6.89 Million
Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $28,076 - $29,685	159 Added 0.46%	34,769 $6.33 Million
Q1 2024 Aug 14, 2024	SELL	$171.09 - $186.81 $27,203 - $29,702	-159 Reduced 0.46%	34,610 $6.47 Million
Q1 2024 Apr 26, 2024	SELL	$171.09 - $186.81 $220,021 - $240,237	-1,286 Reduced 3.58%	34,610 $6.47 Million
Q4 2023 Jan 29, 2024	SELL	$147.64 - $174.21 $600,008 - $707,989	-4,064 Reduced 10.17%	35,896 $6.24 Million
Q2 2023 Aug 10, 2023	BUY	$149.72 - $161.19 $20,361 - $21,921	136 Added 0.34%	39,960 $6.44 Million
Q1 2023 May 08, 2023	BUY	$144.21 - $159.47 $144,642 - $159,948	1,003 Added 2.58%	39,824 $6.04 Million
Q4 2022 Jan 12, 2023	BUY	$129.68 - $151.79 $754,478 - $883,114	5,818 Added 17.63%	38,821 $0
Q3 2022 Nov 03, 2022	BUY	$128.52 - $150.96 $533,100 - $626,182	4,148 Added 14.38%	33,003 $4.24 Million
Q2 2022 Jul 14, 2022	BUY	$133.27 - $158.52 $3.85 Million - $4.57 Million	28,855 New	28,855 $3.97 Million

Others Institutions Holding IVE

# of Institutions

1,532

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Yhb Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History