Zimmermann Investment Management & Planning LLC Ishares S&P 500 Value ETF Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 11,697 shares of IVE stock, worth $2.28 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
11,697
Previous 12,162 3.82%
Holding current value
$2.28 Million
Previous $2.21 Million 4.2%
% of portfolio
0.8%
Previous 0.79%

Shares

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

Oct 24, 2024
SELL
$181.06 - $197.17 $84,192 - $91,684
-465 Reduced 3.82%
11,697 $2.31 Million
Q2 2024

Jul 26, 2024
SELL
$176.58 - $186.7 $231,143 - $244,390
-1,309 Reduced 9.72%
12,162 $2.21 Million
Q1 2024

Apr 22, 2024
BUY
$171.09 - $186.81 $1.27 Million - $1.39 Million
7,419 Added 122.59%
13,471 $2.52 Million
Q4 2023

Jan 22, 2024
BUY
$147.64 - $174.21 $893,517 - $1.05 Million
6,052 New
6,052 $1.05 Million

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
140M
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
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