Legacy Financial Strategies, LLC Ishares S&P 500 Value ETF Transaction History

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 1,138 shares of IVE stock, worth $223,491. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,138
Previous 1,135 0.26%
Holding current value
$223,491
Previous $223,000 2.69%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $568 - $618
3 Added 0.26%
1,138 $217,000
Q3 2024

Oct 18, 2024
BUY
$181.06 - $197.17 $205,503 - $223,787
1,135 New
1,135 $223,000

Others Institutions Holding IVE

# of Institutions
1,662
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 Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, 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 Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email