Safeguard Investment Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Safeguard Investment Advisory Group, LLC

  • $364 Million
  • Q4 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,563 shares of IVE stock, worth $280,511. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,563
Previous 1,562 0.06%
Holding current value
$280,511
Previous $307,000 2.93%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 14, 2025
BUY
$189.5 - $206.17 $189 - $206
1 Added 0.06%
1,563 $298,000
Q3 2024

Nov 14, 2024
BUY
$181.06 - $197.17 $282,815 - $307,979
1,562 New
1,562 $307,000
Q1 2021

May 10, 2021
SELL
$125.98 - $142.4 $28,471 - $32,182
-226 Closed
0 $0
Q4 2020

Feb 18, 2021
BUY
$109.93 - $128.18 $24,844 - $28,968
226 New
226 $28,000

Others Institutions Holding IVE

# of Institutions
1,683
Shares Held
148M
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 Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, 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 Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email