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 $277,244. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,563
Previous 1,562 0.06%
Holding current value
$277,244
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
1,679
Shares Held
147M
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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