Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History

Spectrum Planning & Advisory Services Inc.

  • $113 Million
  • Q4 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 21,028 shares of IVE stock, worth $4.09 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
21,028
Previous 19,494 7.87%
Holding current value
$4.09 Million
Previous $3.84 Million 4.42%
% of portfolio
3.55%
Previous 3.82%

Shares

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

Jan 22, 2025
BUY
$189.5 - $206.17 $290,693 - $316,264
1,534 Added 7.87%
21,028 $4.01 Million
Q3 2024

Nov 08, 2024
BUY
$181.06 - $197.17 $315,949 - $344,061
1,745 Added 9.83%
19,494 $3.84 Million
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $3.13 Million - $3.31 Million
17,749 New
17,749 $3.23 Million

Others Institutions Holding IVE

# of Institutions
1,598
Shares Held
141M
Call Options Held
83.1K
Put Options Held
27.9K
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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