White Lighthouse Investment Management Inc. Ishares S&P 500 Value ETF Transaction History

White Lighthouse Investment Management Inc.

  • $556 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 20, 2021
SELL
$143.75 - $152.0 $436,281 - $461,320
-3,035 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$142.18 - $151.25 $91,990 - $97,858
-647 Reduced 17.57%
3,035 $448,000
Q1 2021

May 07, 2021
SELL
$125.98 - $142.4 $161,002 - $181,987
-1,278 Reduced 25.77%
3,682 $520,000
Q4 2020

Feb 03, 2021
SELL
$109.93 - $128.18 $53,865 - $62,808
-490 Reduced 8.99%
4,960 $635,000
Q2 2020

Jul 23, 2020
BUY
$91.94 - $119.67 $8,274 - $10,770
90 Added 1.68%
5,450 $590,000
Q1 2020

Apr 07, 2020
SELL
$82.97 - $131.79 $66,376 - $105,432
-800 Reduced 12.99%
5,360 $516,000
Q4 2019

Jan 24, 2020
SELL
$115.41 - $130.26 $68,322 - $77,113
-592 Reduced 8.77%
6,160 $801,000
Q3 2019

Nov 13, 2019
SELL
$112.0 - $120.88 $33,600 - $36,264
-300 Reduced 4.25%
6,752 $804,000
Q1 2019

May 08, 2019
SELL
$99.16 - $114.4 $23,798 - $27,456
-240 Reduced 3.29%
7,052 $795,000
Q3 2018

Oct 24, 2018
SELL
$110.03 - $118.53 $13,203 - $14,223
-120 Reduced 1.62%
7,292 $845,000
Q1 2018

Apr 12, 2018
BUY
$106.61 - $121.11 $20,469 - $23,253
192 Added 2.66%
7,412 $810,000
Q4 2017

Jan 10, 2018
BUY
$108.39 - $114.78 $782,575 - $828,711
7,220
7,220 $825,000

Others Institutions Holding IVE

# of Institutions
1,477
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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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