West Branch Capital LLC Ishares S&P 500 Value ETF Transaction History

West Branch Capital LLC

  • $363 Million
  • Q3 2025

A detailed history of West Branch Capital LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, West Branch Capital LLC holds 1,355 shares of IVE stock, worth $284,021. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,355
Previous 1,355 -0.0%
Holding current value
$284,021
Previous $264,000 5.68%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 27, 2023
SELL
$129.68 - $151.79 $12,968 - $15,179
-100 Reduced 6.87%
1,355 $0
Q3 2022

Oct 19, 2022
BUY
$128.52 - $150.96 $12,852 - $15,096
100 Added 7.38%
1,455 $187,000
Q2 2021

Aug 17, 2021
BUY
$142.18 - $151.25 $192,653 - $204,943
1,355 New
1,355 $200,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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