Moody Lynn & Lieberson, LLC Ishares S&P 500 Value ETF Transaction History

Moody Lynn & Lieberson, LLC

  • $1.54 Billion
  • Q4 2024

A detailed history of Moody Lynn & Lieberson, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 2,161 shares of IVE stock, worth $422,626. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,161
Previous 1,461 47.91%
Holding current value
$422,626
Previous $288,000 43.06%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 21, 2025
BUY
$189.5 - $206.17 $132,650 - $144,319
700 Added 47.91%
2,161 $412,000
Q1 2024

Apr 23, 2024
SELL
$171.09 - $186.81 $29,940 - $32,691
-175 Reduced 10.7%
1,461 $272,000
Q2 2023

Jul 27, 2023
BUY
$149.72 - $161.19 $244,941 - $263,706
1,636 New
1,636 $263,000

Others Institutions Holding IVE

# of Institutions
1,666
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
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