A detailed history of Custos Family Office, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Custos Family Office, LLC holds 8,924 shares of IVE stock, worth $1.73 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
8,924
Previous 8,917 0.08%
Holding current value
$1.73 Million
Previous $1.62 Million 8.45%
% of portfolio
0.64%
Previous 0.65%

Shares

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

Oct 21, 2024

BUY
$181.06 - $197.17 $1,267 - $1,380
7 Added 0.08%
8,924 $1.76 Million
Q2 2024

Jul 24, 2024

SELL
$176.58 - $186.7 $3,178 - $3,360
-18 Reduced 0.2%
8,917 $1.62 Million
Q1 2024

May 06, 2024

SELL
$171.09 - $186.81 $9,409 - $10,274
-55 Reduced 0.61%
8,935 $1.67 Million
Q4 2023

Jan 16, 2024

BUY
$147.64 - $174.21 $1.05 Million - $1.24 Million
7,098 Added 375.16%
8,990 $1.56 Million
Q3 2023

Oct 20, 2023

SELL
$153.33 - $166.75 $24,686 - $26,846
-161 Reduced 7.84%
1,892 $291,000
Q2 2023

Aug 04, 2023

BUY
$149.72 - $161.19 $307,375 - $330,923
2,053 New
2,053 $330,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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