A detailed history of Millington Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Millington Financial Advisors, LLC holds 1,998 shares of IVE stock, worth $387,592. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,998
Previous 2,003 0.25%
Holding current value
$387,592
Previous $365 Million 8.09%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 15, 2024

SELL
$181.06 - $197.17 $905 - $985
-5 Reduced 0.25%
1,998 $394 Million
Q2 2024

Jul 29, 2024

BUY
$176.58 - $186.7 $1,765 - $1,867
10 Added 0.5%
2,003 $365 Million
Q1 2024

May 06, 2024

SELL
$171.09 - $186.81 $1,197 - $1,307
-7 Reduced 0.35%
1,993 $372 Million
Q4 2023

Feb 01, 2024

BUY
$147.64 - $174.21 $2,952 - $3,484
20 Added 1.01%
2,000 $348 Million
Q2 2023

Aug 08, 2023

BUY
$149.72 - $161.19 $1,048 - $1,128
7 Added 0.35%
1,980 $319 Million
Q1 2023

May 12, 2023

BUY
$144.21 - $159.47 $1,297 - $1,435
9 Added 0.46%
1,973 $299 Million
Q4 2022

Feb 08, 2023

BUY
$129.68 - $151.79 $254,691 - $298,115
1,964 New
1,964 $285 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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