Horizon Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 1,524 shares of IVE stock, worth $270,327. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,524

Previous 1,526 0.13%

Holding current value

$270,327

Previous $300,000 3.33%

% of portfolio

0.2%

Previous 0.23%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$189.5 - $206.17 $379 - $412	-2 Reduced 0.13%	1,524 $290,000
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $1,629 - $1,774	9 Added 0.59%	1,526 $300,000
Q2 2024 Aug 07, 2024	BUY	$176.58 - $186.7 $1,236 - $1,306	7 Added 0.46%	1,517 $276,000
Q1 2024 May 09, 2024	BUY	$171.09 - $186.81 $1,197 - $1,307	7 Added 0.47%	1,510 $282,000
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $221,902 - $261,837	1,503 New	1,503 $261,000

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Horizon Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History