A detailed history of Bbjs Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bbjs Financial Advisors, LLC holds 35,834 shares of IVE stock, worth $6.98 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
35,834
Previous 35,784 0.14%
Holding current value
$6.98 Million
Previous $6.51 Billion 8.48%
% of portfolio
2.52%
Previous 2.43%

Shares

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

Oct 15, 2024

BUY
$181.06 - $197.17 $9,053 - $9,858
50 Added 0.14%
35,834 $7.07 Billion
Q2 2024

Jul 15, 2024

BUY
$176.58 - $186.7 $7,239 - $7,654
41 Added 0.11%
35,784 $6.51 Billion
Q1 2024

May 03, 2024

SELL
$171.09 - $186.81 $1.12 Million - $1.22 Million
-6,526 Reduced 15.44%
35,743 $6.68 Billion
Q4 2023

Feb 28, 2024

SELL
$147.64 - $174.21 $76,329 - $90,066
-517 Reduced 1.21%
42,269 $7.35 Billion
Q3 2023

Nov 08, 2023

SELL
$153.33 - $166.75 $1.44 Million - $1.56 Million
-9,361 Reduced 17.95%
42,786 $6.58 Billion
Q2 2023

Aug 03, 2023

SELL
$149.72 - $161.19 $229,520 - $247,104
-1,533 Reduced 2.86%
52,147 $8.41 Billion
Q1 2023

May 15, 2023

BUY
$144.21 - $159.47 $1.18 Million - $1.31 Million
8,208 Added 18.05%
53,680 $8.15 Billion
Q4 2022

Feb 24, 2023

BUY
$129.68 - $151.79 $5.9 Million - $6.9 Million
45,472 New
45,472 $6.6 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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