A detailed history of Atwood & Palmer Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Atwood & Palmer Inc holds 194 shares of IVE stock, worth $40,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares
194
Previous 193 0.52%
Holding current value
$40,664
Previous $37,000 8.11%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$194.44 - $206.51 $194 - $206
1 Added 0.52%
194 $40,000
Q2 2025

Jul 08, 2025

BUY
$168.34 - $195.42 $32,489 - $37,716
193 New
193 $37,000
Q1 2022

Apr 29, 2022

SELL
$147.46 - $159.06 $39,076 - $42,150
-265 Closed
0 $0
Q3 2021

Oct 19, 2021

BUY
$143.75 - $152.0 $38,093 - $40,280
265 New
265 $39,000
Q4 2020

Feb 04, 2021

SELL
$109.93 - $128.18 $6,925 - $8,075
-63 Closed
0 $0
Q3 2020

Oct 28, 2020

BUY
$106.77 - $118.22 $6,726 - $7,447
63 New
63 $7,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Atwood & Palmer Inc Portfolio

Follow Atwood & Palmer Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atwood & Palmer Inc, based on Form 13F filings with the SEC.

News

Stay updated on Atwood & Palmer Inc with notifications on news.