Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 13,820 shares of IVE stock, worth $2.74 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,820
Previous 14,046 1.61%
Holding current value
$2.74 Million
Previous $2.77 Million 4.77%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jan 17, 2025
SELL
$189.5 - $206.17 $42,827 - $46,594
-226 Reduced 1.61%
13,820 $2.64 Million
Q3 2024

Nov 08, 2024
SELL
$181.06 - $197.17 $143,218 - $155,961
-791 Reduced 5.33%
14,046 $2.77 Million
Q2 2024

Aug 13, 2024
SELL
$176.58 - $186.7 $195,827 - $207,050
-1,109 Reduced 6.95%
14,837 $2.7 Million
Q1 2024

Apr 30, 2024
SELL
$171.09 - $186.81 $84,689 - $92,470
-495 Reduced 3.01%
15,946 $2.98 Million
Q4 2023

Jan 30, 2024
SELL
$147.64 - $174.21 $138,191 - $163,060
-936 Reduced 5.39%
16,441 $2.86 Million
Q3 2023

Oct 17, 2023
SELL
$153.33 - $166.75 $18,552 - $20,176
-121 Reduced 0.69%
17,377 $2.67 Million
Q2 2023

Jul 19, 2023
SELL
$149.72 - $161.19 $60,187 - $64,798
-402 Reduced 2.25%
17,498 $2.82 Million
Q1 2023

May 10, 2023
SELL
$144.21 - $159.47 $169,158 - $187,058
-1,173 Reduced 6.15%
17,900 $2.72 Million
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $27,881 - $32,634
-215 Reduced 1.11%
19,073 $2.77 Million
Q3 2022

Oct 26, 2022
SELL
$128.52 - $150.96 $61,304 - $72,007
-477 Reduced 2.41%
19,288 $2.48 Million
Q2 2022

Aug 10, 2022
SELL
$133.27 - $158.52 $24,654 - $29,326
-185 Reduced 0.93%
19,765 $2.72 Million
Q1 2022

May 13, 2022
SELL
$147.46 - $159.06 $739,511 - $797,685
-5,015 Reduced 20.09%
19,950 $3.11 Million
Q4 2021

Feb 14, 2022
SELL
$145.8 - $156.8 $184,291 - $198,195
-1,264 Reduced 4.82%
24,965 $3.91 Million
Q3 2021

Nov 02, 2021
SELL
$143.75 - $152.0 $478,975 - $506,464
-3,332 Reduced 11.27%
26,229 $3.81 Million
Q2 2021

Jul 27, 2021
SELL
$142.18 - $151.25 $475,876 - $506,233
-3,347 Reduced 10.17%
29,561 $4.36 Million
Q1 2021

May 11, 2021
SELL
$125.98 - $142.4 $421,277 - $476,185
-3,344 Reduced 9.22%
32,908 $4.65 Million
Q4 2020

Feb 09, 2021
SELL
$109.93 - $128.18 $50,457 - $58,834
-459 Reduced 1.25%
36,252 $4.64 Million
Q3 2020

Oct 20, 2020
SELL
$106.77 - $118.22 $69,614 - $77,079
-652 Reduced 1.75%
36,711 $4.13 Million
Q2 2020

Jul 02, 2020
SELL
$91.94 - $119.67 $46,245 - $60,194
-503 Reduced 1.33%
37,363 $4.04 Million
Q1 2020

Apr 01, 2020
BUY
$82.97 - $131.79 $38,498 - $61,150
464 Added 1.24%
37,866 $3.64 Million
Q4 2019

Feb 11, 2020
SELL
$115.41 - $130.26 $138,261 - $156,051
-1,198 Reduced 3.1%
37,402 $4.87 Million
Q3 2019

Oct 09, 2019
SELL
$112.0 - $120.88 $23,408 - $25,263
-209 Reduced 0.54%
38,600 $4.6 Million
Q2 2019

Aug 14, 2019
SELL
$108.5 - $117.48 $156,891 - $169,876
-1,446 Reduced 3.59%
38,809 $4.52 Million
Q1 2019

May 08, 2019
BUY
$99.16 - $114.4 $81,509 - $94,036
822 Added 2.08%
40,255 $4.54 Million
Q4 2018

Feb 13, 2019
BUY
$95.36 - $116.8 $17,927 - $21,958
188 Added 0.48%
39,433 $3.99 Million
Q3 2018

Nov 14, 2018
SELL
$110.03 - $118.53 $1,980 - $2,133
-18 Reduced 0.05%
39,245 $4.55 Million
Q2 2018

Aug 16, 2018
SELL
$107.03 - $113.19 $13,913 - $14,714
-130 Reduced 0.33%
39,263 $4.32 Million
Q1 2018

May 15, 2018
BUY
$106.61 - $121.11 $455,651 - $517,624
4,274 Added 12.17%
39,393 $4.31 Million
Q4 2017

Feb 08, 2018
BUY
$108.39 - $114.78 $158,574 - $167,923
1,463 Added 4.35%
35,119 $4.01 Million
Q3 2017

Nov 08, 2017
BUY
$107.31 - $107.91 $100,978 - $101,543
941 Added 2.88%
33,656 $3.63 Million
Q2 2017

Aug 15, 2017
BUY
N/A
32,715
32,715 $3.43 Million

Others Institutions Holding IVE

# of Institutions
1,660
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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