Hoxton Planning & Management, LLC Ishares S&P 500 Value ETF Transaction History

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 16,822 shares of IVE stock, worth $3.15 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
16,822
Previous 15,049 11.78%
Holding current value
$3.15 Million
Previous $2.74 Million 21.07%
% of portfolio
1.3%
Previous 1.28%

Shares

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

Oct 08, 2024
BUY
$181.06 - $197.17 $321,019 - $349,582
1,773 Added 11.78%
16,822 $3.32 Million
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $48,912 - $51,715
277 Added 1.88%
15,049 $2.74 Million
Q1 2024

Apr 12, 2024
BUY
$171.09 - $186.81 $2.53 Million - $2.76 Million
14,772 New
14,772 $2.76 Million

Others Institutions Holding IVE

# of Institutions
1,671
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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

Track Hoxton Planning & Management, LLC Portfolio

Follow Hoxton Planning & Management, LLC 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 Hoxton Planning & Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hoxton Planning & Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email