Beverly Hills Private Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,209 shares of IVE stock, worth $214,452. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,209
Previous 1,389 12.96%
Holding current value
$214,452
Previous $274 Million 15.74%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$189.5 - $206.17 $34,110 - $37,110
-180 Reduced 12.96%
1,209 $231 Million
Q3 2024

Nov 12, 2024
SELL
$181.06 - $197.17 $106,825 - $116,330
-590 Reduced 29.81%
1,389 $274 Million
Q2 2024

Aug 07, 2024
SELL
$176.58 - $186.7 $22,602 - $23,897
-128 Reduced 6.07%
1,979 $360 Million
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $360,486 - $393,608
2,107 New
2,107 $394 Million

Others Institutions Holding IVE

# of Institutions
1,679
Shares Held
147M
Call Options Held
107K
Put Options Held
60.7K
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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