A detailed history of Founders Capital Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Founders Capital Management holds 607 shares of IVE stock, worth $117,751. This represents 0.07% of its overall portfolio holdings.

Number of Shares
607
Previous 1,172 48.21%
Holding current value
$117,751
Previous $213,000 44.13%
% of portfolio
0.07%
Previous 0.14%

Shares

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

Oct 07, 2024

SELL
$181.06 - $197.17 $102,298 - $111,401
-565 Reduced 48.21%
607 $119,000
Q1 2024

Apr 10, 2024

SELL
$171.09 - $186.81 $16,253 - $17,746
-95 Reduced 7.5%
1,172 $218,000
Q2 2023

Jul 07, 2023

BUY
$149.72 - $161.19 $14,223 - $15,313
95 Added 8.11%
1,267 $204,000
Q3 2022

Oct 06, 2022

SELL
$128.52 - $150.96 $8,482 - $9,963
-66 Reduced 5.33%
1,172 $0
Q2 2022

Jul 20, 2022

BUY
$133.27 - $158.52 $70,899 - $84,332
532 Added 75.35%
1,238 $170,000
Q4 2021

Jan 21, 2022

SELL
$145.8 - $156.8 $6,415 - $6,899
-44 Reduced 5.87%
706 $111,000
Q1 2021

Jun 07, 2021

SELL
$125.98 - $142.4 $22,676 - $25,632
-180 Reduced 19.35%
750 $6,000
Q4 2020

Jan 12, 2021

SELL
$109.93 - $128.18 $54,965 - $64,090
-500 Reduced 34.97%
930 $119,000
Q4 2019

Jan 24, 2020

SELL
$115.41 - $130.26 $17,311 - $19,539
-150 Reduced 9.49%
1,430 $186,000
Q3 2017

Oct 17, 2017

BUY
$107.31 - $107.91 $169,549 - $170,497
1,580
1,580 $170,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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