A detailed history of Rothschild Investment LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 6,933 shares of IVE stock, worth $1.34 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,933
Previous 6,567 5.57%
Holding current value
$1.34 Million
Previous $1.2 Billion 14.36%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 18, 2024

BUY
$181.06 - $197.17 $66,267 - $72,164
366 Added 5.57%
6,933 $1.37 Billion
Q2 2024

Jul 30, 2024

BUY
$176.58 - $186.7 $1.16 Million - $1.23 Million
6,567 New
6,567 $1.2 Billion
Q1 2024

Jul 31, 2024

BUY
$171.09 - $186.81 $3,935 - $4,296
23 Added 0.34%
6,819 $1.27 Billion
Q4 2023

Jul 31, 2024

BUY
$147.64 - $174.21 $33,809 - $39,894
229 Added 3.49%
6,796 $1.18 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.