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

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 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 1,389 shares of IVE stock, worth $267,826. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,389
Previous 1,979 29.81%
Holding current value
$267,826
Previous $360 Million 23.97%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,532
Shares Held
139M
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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