Colonial Trust Advisors Ishares S&P 500 Value ETF Transaction History

Colonial Trust Advisors

  • $1.28 Billion
  • Q3 2025

A detailed history of Colonial Trust Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 75 shares of IVE stock, worth $15,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
75
Previous 75 -0.0%
Holding current value
$15,720
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$185.78 - $198.58 $5,944 - $6,354
-32 Reduced 29.91%
75 $14,000
Q4 2024

Feb 13, 2025
SELL
$189.5 - $206.17 $947 - $1,030
-5 Reduced 4.46%
107 $20,000
Q1 2024

May 13, 2024
SELL
$171.09 - $186.81 $3,421 - $3,736
-20 Reduced 15.15%
112 $20,000
Q4 2022

Feb 14, 2023
BUY
$129.68 - $151.79 $17,117 - $20,036
132 New
132 $19,000

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Colonial Trust Advisors Portfolio

Follow Colonial Trust Advisors 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 Colonial Trust Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email